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 | $10,265 | $114,381-91.0% | $107,525-90.5% | $142,382-92.8% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 17.52% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,050 | $4,015-48.9% | $3,754-45.4% | $4,299-52.3% |
| Participant deferral / active EE | $2,238 | $5,564-59.8% | $5,116-56.3% | $6,507-65.6% |
| Admin fee / account holder | $32 | $9,860-99.7% | $8,919-99.6% | $12,624-99.8% |