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 | $12,508 | $48,795-74.4% | $65,493-80.9% | $84,808-85.3% |
| Participation rate | 49.3% | 67.0%-17.7pp | 73.1%-23.8pp | 68.3%-19.0pp |
| Annual return | 17.06% | 20.20%-3.1pp | 982.45%-965.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $884 | $1,930-54.2% | $2,574-65.6% | $2,631-66.4% |
| Participant deferral / active EE | $2,321 | $2,928-20.8% | $3,961-41.4% | $4,212-44.9% |
| Admin fee / account holder | $221 | $3,877-94.3% | $5,028-95.6% | $7,344-97.0% |