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 | $12,614 | $107,452-88.3% | $91,541-86.2% | $142,382-91.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 28.16% | 22.06%+6.1pp | 20.50%+7.7pp | 217.08%-188.9pp |
| Employer contribution / active EE | $1,985 | $2,994-33.7% | $2,505-20.8% | $4,299-53.8% |
| Participant deferral / active EE | $2,481 | $4,754-47.8% | $4,008-38.1% | $6,507-61.9% |
| Admin fee / account holder | $20 | $8,834-99.8% | $6,956-99.7% | $12,624-99.8% |