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 4-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 | $11,757 | $77,899-84.9% | $149,673-92.1% | $75,163-84.4% |
| Participation rate | 58.1% | 65.6%-7.5pp | 78.8%-20.7pp | 67.2%-9.1pp |
| Annual return | 22.88% | 31.72%-8.8pp | 134.42%-111.5pp | 160.62%-137.7pp |
| Employer contribution / active EE | $861 | $3,137-72.6% | $4,818-82.1% | $2,670-67.7% |
| Participant deferral / active EE | $1,909 | $3,411-44.0% | $5,680-66.4% | $4,125-53.7% |
| Admin fee / account holder | $3 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |