See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,915 | $48,795-67.4% | $65,493-75.7% | $84,808-81.2% |
| Participation rate | 25.5% | 67.0%-41.4pp | 73.1%-47.6pp | 68.3%-42.8pp |
| Annual return | 14.61% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $479 | $1,930-75.2% | $2,574-81.4% | $2,631-81.8% |
| Participant deferral / active EE | $1,016 | $2,928-65.3% | $3,961-74.3% | $4,212-75.9% |
| Admin fee / account holder | $159 | $3,877-95.9% | $5,028-96.8% | $7,344-97.8% |