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 | $21,946 | $90,348-75.7% | $75,972-71.1% | $145,922-85.0% |
| Participation rate | 53.3% | 74.5%-21.1pp | 69.1%-15.7pp | 80.3%-26.9pp |
| Annual return | 14.72% | 620.88%-606.2pp | 359.55%-344.8pp | 561.29%-546.6pp |
| Employer contribution / active EE | $876 | $3,311-73.5% | $2,685-67.4% | $4,660-81.2% |
| Participant deferral / active EE | $2,071 | $5,162-59.9% | $4,255-51.3% | $6,688-69.0% |
| Admin fee / account holder | $112 | $8,467-98.7% | $6,467-98.3% | $13,397-99.2% |