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 7-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 | $18,568 | $104,664-82.3% | $85,682-78.3% | $167,490-88.9% |
| Participation rate | 68.2% | 76.4%-8.2pp | 69.9%-1.7pp | 82.1%-13.9pp |
| Annual return | 15.48% | 21.45%-6.0pp | 21.49%-6.0pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,399 | $3,337-58.1% | $2,618-46.6% | $4,837-71.1% |
| Participant deferral / active EE | $2,310 | $4,824-52.1% | $3,923-41.1% | $6,341-63.6% |
| Admin fee / account holder | $72 | $10,032-99.3% | $6,873-99.0% | $12,309-99.4% |