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 | $10,450 | $114,381-90.9% | $107,525-90.3% | $142,382-92.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 23.15% | 242.71%-219.6pp | 181.32%-158.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,270 | $4,015-68.4% | $3,754-66.2% | $4,299-70.5% |
| Participant deferral / active EE | $1,565 | $5,564-71.9% | $5,116-69.4% | $6,507-76.0% |
| Admin fee / account holder | $16 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |