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 | $16,075 | $69,207-76.8% | $64,056-74.9% | $139,434-88.5% |
| Participation rate | 44.4% | 75.6%-31.1pp | 72.3%-27.9pp | 80.3%-35.9pp |
| Annual return | 79.34% | 45.88%+33.5pp | 33.69%+45.7pp | 372.94%-293.6pp |
| Employer contribution / active EE | $693 | $3,182-78.2% | $2,747-74.8% | $4,751-85.4% |
| Participant deferral / active EE | $2,587 | $4,682-44.7% | $3,880-33.3% | $6,710-61.4% |
| Admin fee / account holder | $167 | $4,244-96.1% | $3,068-94.6% | $11,403-98.5% |