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 | $13,164 | $111,754-88.2% | $103,333-87.3% | $145,922-91.0% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.4pp |
| Annual return | 20.67% | 24.77%-4.1pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $1,269 | $4,212-69.9% | $3,868-67.2% | $4,660-72.8% |
| Participant deferral / active EE | $2,644 | $5,619-52.9% | $5,057-47.7% | $6,688-60.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |