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 4-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 | $17,875 | $40,256-55.6% | $57,343-68.8% | $59,632-70.0% |
| Participation rate | 32.8% | 69.2%-36.4pp | 75.1%-42.3pp | 68.7%-35.9pp |
| Annual return | 2.54% | 27.49%-25.0pp | 24.39%-21.9pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,130 | $2,399-52.9% | $3,162-64.3% | $3,192-64.6% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |