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 | $19,933 | $68,719-71.0% | $91,541-78.2% | $84,808-76.5% |
| Participation rate | 28.3% | 64.5%-36.2pp | 69.8%-41.5pp | 68.3%-40.1pp |
| Annual return | 21.95% | 19.12%+2.8pp | 20.50%+1.4pp | 40.90%-18.9pp |
| Employer contribution / active EE | $568 | $1,920-70.4% | $2,505-77.3% | $2,631-78.4% |
| Participant deferral / active EE | $1,129 | $3,136-64.0% | $4,008-71.8% | $4,212-73.2% |
| Admin fee / account holder | $86 | $5,786-98.5% | $6,956-98.8% | $7,344-98.8% |