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 | $11,358 | $114,381-90.1% | $107,525-89.4% | $142,382-92.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 35.42% | 242.71%-207.3pp | 181.32%-145.9pp | 217.08%-181.7pp |
| Employer contribution / active EE | $1,345 | $4,015-66.5% | $3,754-64.2% | $4,299-68.7% |
| Participant deferral / active EE | $2,856 | $5,564-48.7% | $5,116-44.2% | $6,507-56.1% |
| Admin fee / account holder | $2 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |