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 | $12,645 | $158,398-92.0% | $126,539-90.0% | $142,382-91.1% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 30.18% | 593.76%-563.6pp | 425.95%-395.8pp | 217.08%-186.9pp |
| Employer contribution / active EE | $923 | $4,650-80.1% | $3,674-74.9% | $4,299-78.5% |
| Participant deferral / active EE | $4,537 | $4,767-4.8% | $4,083+11.1% | $6,507-30.3% |
| Admin fee / account holder | $39 | $6,918-99.4% | $6,065-99.4% | $12,624-99.7% |