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 | $13,604 | $30,400-55.3% | $53,898-74.8% | $84,808-84.0% |
| Participation rate | 30.4% | 46.4%-16.0pp | 55.0%-24.5pp | 68.3%-37.9pp |
| Annual return | 25.69% | 500.19%-474.5pp | 528.60%-502.9pp | 40.90%-15.2pp |
| Employer contribution / active EE | $613 | $603+1.8% | $932-34.2% | $2,631-76.7% |
| Participant deferral / active EE | $1,047 | $1,199-12.6% | $1,826-42.7% | $4,212-75.1% |
| Admin fee / account holder | $117 | $1,993-94.1% | $2,491-95.3% | $7,344-98.4% |