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 | $19,180 | $58,208-67.0% | $81,812-76.6% | $80,856-76.3% |
| Participation rate | 52.7% | 63.4%-10.7pp | 72.3%-19.6pp | 67.6%-14.9pp |
| Annual return | 14.89% | 41.66%-26.8pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,156 | $2,340-50.6% | $2,912-60.3% | $2,755-58.0% |
| Participant deferral / active EE | $2,122 | $3,281-35.3% | $4,319-50.9% | $4,296-50.6% |
| Admin fee / account holder | $143 | $4,981-97.1% | $7,386-98.1% | $6,918-97.9% |