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 | $13,689 | $110,261-87.6% | $95,745-85.7% | $139,434-90.2% |
| Participation rate | 23.1% | 75.8%-52.7pp | 72.3%-49.2pp | 80.3%-57.2pp |
| Annual return | 19.21% | 27.11%-7.9pp | 28.35%-9.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,443 | $4,676-69.1% | $4,245-66.0% | $6,710-78.5% |
| Admin fee / account holder | $55 | $6,613-99.2% | $5,678-99.0% | $11,403-99.5% |