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 | $13,251 | $41,078-67.7% | $80,569-83.6% | $71,457-81.5% |
| Participation rate | 22.8% | 50.2%-27.4pp | 67.0%-44.2pp | 67.9%-45.1pp |
| Annual return | 28.68% | 38.45%-9.8pp | 935.43%-906.8pp | 28.85%-0.2pp |
| Employer contribution / active EE | $585 | $1,506-61.2% | $2,723-78.5% | $2,588-77.4% |
| Participant deferral / active EE | $1,248 | $2,699-53.8% | $4,447-71.9% | $4,289-70.9% |
| Admin fee / account holder | $0 | $1,840-100.0% | $5,377-100.0% | $1,587-100.0% |