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 | $4,232 | $104,974-96.0% | $95,585-95.6% | $142,382-97.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 37.53% | 210.33%-172.8pp | 38.56%-1.0pp | 217.08%-179.5pp |
| Employer contribution / active EE | $319 | $2,779-88.5% | $2,527-87.4% | $4,299-92.6% |
| Participant deferral / active EE | $901 | $4,352-79.3% | $4,023-77.6% | $6,507-86.2% |
| Admin fee / account holder | $4 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |