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 | $25,146 | $99,877-74.8% | $84,966-70.4% | $145,922-82.8% |
| Participation rate | 46.7% | 74.1%-27.4pp | 67.5%-20.8pp | 80.3%-33.6pp |
| Annual return | 16.58% | 83.76%-67.2pp | 66.38%-49.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $884 | $3,231-72.6% | $2,727-67.6% | $4,660-81.0% |
| Participant deferral / active EE | $3,047 | $5,291-42.4% | $4,519-32.6% | $6,688-54.4% |
| Admin fee / account holder | $237 | $7,248-96.7% | $6,149-96.2% | $13,397-98.2% |