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 3-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 | $25,815 | $111,754-76.9% | $103,333-75.0% | $145,922-82.3% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 9.53% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,066 | $4,212-51.0% | $3,868-46.6% | $4,660-55.7% |
| Participant deferral / active EE | $3,683 | $5,619-34.4% | $5,057-27.2% | $6,688-44.9% |
| Admin fee / account holder | $118 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |