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 | $13,344 | $97,125-86.3% | $86,233-84.5% | $137,256-90.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 21.61% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,082 | $2,841-61.9% | $2,504-56.8% | $4,156-74.0% |
| Participant deferral / active EE | $3,687 | $5,180-28.8% | $4,559-19.1% | $6,407-42.5% |
| Admin fee / account holder | $287 | $9,725-97.1% | $8,342-96.6% | $12,270-97.7% |