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 | $12,853 | $64,839-80.2% | $95,585-86.6% | $84,808-84.8% |
| Participation rate | 69.6% | 63.8%+5.7pp | 72.1%-2.5pp | 68.3%+1.3pp |
| Annual return | 17.85% | -670.96%+688.8pp | 38.56%-20.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $630 | $1,759-64.2% | $2,527-75.1% | $2,631-76.0% |
| Participant deferral / active EE | $1,851 | $2,965-37.6% | $4,023-54.0% | $4,212-56.1% |
| Admin fee / account holder | $100 | $5,964-98.3% | $6,127-98.4% | $7,344-98.6% |