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 | $22,997 | $111,814-79.4% | $103,374-77.8% | $145,959-84.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 14.80% | 24.77%-10.0pp | 24.89%-10.1pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,615 | $4,214-61.7% | $3,869-58.3% | $4,661-65.3% |
| Participant deferral / active EE | $3,550 | $5,618-36.8% | $5,058-29.8% | $6,689-46.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |