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 | $5,934 | $52,380-88.7% | $98,755-94.0% | $85,850-93.1% |
| Participation rate | 40.0% | 58.0%-18.0pp | 65.7%-25.7pp | 69.3%-29.3pp |
| Annual return | 0.00% | 25.82%-25.8pp | 49.91%-49.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $675 | $1,337-49.5% | $2,067-67.3% | $2,565-73.7% |
| Participant deferral / active EE | $2,064 | $2,101-1.8% | $3,035-32.0% | $3,952-47.8% |
| Admin fee / account holder | $143 | $3,865-96.3% | $4,076-96.5% | $6,260-97.7% |