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 | $11,186 | $158,398-92.9% | $126,539-91.2% | $142,382-92.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 21.28% | 593.76%-572.5pp | 425.95%-404.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $615 | $4,650-86.8% | $3,674-83.3% | $4,299-85.7% |
| Participant deferral / active EE | $2,147 | $4,767-55.0% | $4,083-47.4% | $6,507-67.0% |
| Admin fee / account holder | $93 | $6,918-98.7% | $6,065-98.5% | $12,624-99.3% |