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 | $13,107 | $110,261-88.1% | $95,745-86.3% | $139,434-90.6% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 36.37% | 27.11%+9.3pp | 28.35%+8.0pp | 372.94%-336.6pp |
| Employer contribution / active EE | $1,441 | $3,257-55.8% | $2,835-49.2% | $4,751-69.7% |
| Participant deferral / active EE | $1,441 | $4,676-69.2% | $4,245-66.0% | $6,710-78.5% |
| Admin fee / account holder | $107 | $6,613-98.4% | $5,678-98.1% | $11,403-99.1% |