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 5-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 | $11,313 | $99,877-88.7% | $84,966-86.7% | $145,922-92.2% |
| Participation rate | 52.9% | 74.1%-21.1pp | 67.5%-14.6pp | 80.3%-27.3pp |
| Annual return | 10.55% | 83.76%-73.2pp | 66.38%-55.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $866 | $3,231-73.2% | $2,727-68.3% | $4,660-81.4% |
| Participant deferral / active EE | $1,057 | $5,291-80.0% | $4,519-76.6% | $6,688-84.2% |
| Admin fee / account holder | $125 | $7,248-98.3% | $6,149-98.0% | $13,397-99.1% |