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 | $22,607 | $69,207-67.3% | $64,056-64.7% | $139,434-83.8% |
| Participation rate | 65.2% | 75.6%-10.4pp | 72.3%-7.1pp | 80.3%-15.1pp |
| Annual return | 25.83% | 45.88%-20.0pp | 33.69%-7.9pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,384 | $3,182-25.1% | $2,747-13.2% | $4,751-49.8% |
| Participant deferral / active EE | $4,048 | $4,682-13.5% | $3,880+4.3% | $6,710-39.7% |
| Admin fee / account holder | $83 | $4,244-98.1% | $3,068-97.3% | $11,403-99.3% |