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 | $10,548 | $107,452-90.2% | $91,541-88.5% | $142,382-92.6% |
| Participation rate | 56.3% | 75.1%-18.8pp | 69.8%-13.5pp | 80.1%-23.9pp |
| Annual return | 18.10% | 22.06%-4.0pp | 20.50%-2.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $872 | $2,994-70.9% | $2,505-65.2% | $4,299-79.7% |
| Participant deferral / active EE | $1,134 | $4,754-76.2% | $4,008-71.7% | $6,507-82.6% |
| Admin fee / account holder | $62 | $8,834-99.3% | $6,956-99.1% | $12,624-99.5% |