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 | $14,353 | $109,982-86.9% | $97,226-85.2% | $145,922-90.2% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 13.37% | 242.90%-229.5pp | 75.13%-61.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,374 | $3,084-23.0% | $2,729-13.0% | $4,660-49.0% |
| Participant deferral / active EE | $2,850 | $4,676-39.0% | $4,264-33.2% | $6,688-57.4% |
| Admin fee / account holder | $295 | $6,221-95.3% | $5,654-94.8% | $13,397-97.8% |