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 9-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 | $13,821 | $52,279-73.6% | $89,391-84.5% | $79,858-82.7% |
| Participation rate | 50.0% | 57.5%-7.5pp | 68.0%-18.0pp | 69.6%-19.6pp |
| Annual return | 29.73% | 22.16%+7.6pp | 245.62%-215.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $387 | $1,572-75.4% | $2,586-85.0% | $2,471-84.3% |
| Participant deferral / active EE | $2,219 | $2,740-19.0% | $3,890-42.9% | $3,740-40.7% |
| Admin fee / account holder | $170 | $3,356-94.9% | $4,881-96.5% | $5,306-96.8% |