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 | $9,936 | $77,899-87.2% | $149,673-93.4% | $75,163-86.8% |
| Participation rate | 55.3% | 65.6%-10.3pp | 78.8%-23.5pp | 67.2%-11.9pp |
| Annual return | 16.12% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,816 | $3,137-42.1% | $4,818-62.3% | $2,670-32.0% |
| Participant deferral / active EE | $2,419 | $3,411-29.1% | $5,680-57.4% | $4,125-41.4% |
| Admin fee / account holder | $121 | $5,956-98.0% | $13,210-99.1% | $5,651-97.9% |