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 10-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 | $13,885 | $102,966-86.5% | $90,281-84.6% | $152,861-90.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 25.84% | 95.16%-69.3pp | 78.10%-52.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,458 | $3,139-53.5% | $2,854-48.9% | $4,762-69.4% |
| Participant deferral / active EE | $4,422 | $4,281+3.3% | $3,885+13.8% | $5,850-24.4% |
| Admin fee / account holder | $149 | $6,171-97.6% | $5,351-97.2% | $11,596-98.7% |