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 | $32,595 | $99,918-67.4% | $81,382-59.9% | $145,922-77.7% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 10.30% | 34.32%-24.0pp | 24.73%-14.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $520 | $2,978-82.5% | $2,463-78.9% | $4,660-88.8% |
| Participant deferral / active EE | $2,600 | $4,605-43.5% | $3,883-33.0% | $6,688-61.1% |
| Admin fee / account holder | $267 | $8,212-96.8% | $5,768-95.4% | $13,397-98.0% |