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 | $30,958 | $106,749-71.0% | $145,433-78.7% | $82,448-62.5% |
| Participation rate | 42.5% | 75.6%-33.1pp | 82.1%-39.6pp | 68.1%-25.6pp |
| Annual return | 22.85% | 27.59%-4.7pp | 66.58%-43.7pp | 41.64%-18.8pp |
| Employer contribution / active EE | $819 | $3,444-76.2% | $4,554-82.0% | $2,551-67.9% |
| Participant deferral / active EE | $2,910 | $6,519-55.4% | $7,897-63.2% | $4,139-29.7% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |