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 | $10,790 | $60,022-82.0% | $88,946-87.9% | $84,808-87.3% |
| Participation rate | 42.3% | 57.8%-15.5pp | 68.8%-26.5pp | 68.3%-26.0pp |
| Annual return | 13.89% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $808 | $1,703-52.6% | $2,555-68.4% | $2,631-69.3% |
| Participant deferral / active EE | $1,088 | $3,114-65.0% | $4,581-76.2% | $4,212-74.2% |
| Admin fee / account holder | $186 | $4,811-96.1% | $8,261-97.8% | $7,344-97.5% |