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 | $11,166 | $37,426-70.2% | $77,482-85.6% | $79,858-86.0% |
| Participation rate | 25.0% | 41.5%-16.5pp | 54.2%-29.2pp | 69.6%-44.6pp |
| Annual return | 112.69% | 39.70%+73.0pp | 54.79%+57.9pp | 31.71%+81.0pp |
| Employer contribution / active EE | $284 | $637-55.5% | $986-71.2% | $2,471-88.5% |
| Participant deferral / active EE | $846 | $1,260-32.9% | $1,861-54.5% | $3,740-77.4% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |