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 | $11,978 | $109,982-89.1% | $97,226-87.7% | $145,922-91.8% |
| Participation rate | 41.7% | 75.9%-34.3pp | 72.7%-31.0pp | 80.3%-38.6pp |
| Annual return | 19.65% | 242.90%-223.3pp | 75.13%-55.5pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,152 | $3,084-62.6% | $2,729-57.8% | $4,660-75.3% |
| Participant deferral / active EE | $1,845 | $4,676-60.6% | $4,264-56.7% | $6,688-72.4% |
| Admin fee / account holder | $111 | $6,221-98.2% | $5,654-98.0% | $13,397-99.2% |