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 | $11,740 | $74,888-84.3% | $71,209-83.5% | $142,382-91.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 44.61% | 345.14%-300.5pp | 282.51%-237.9pp | 217.08%-172.5pp |
| Employer contribution / active EE | $811 | $2,854-71.6% | $2,721-70.2% | $4,299-81.1% |
| Participant deferral / active EE | $1,025 | $4,454-77.0% | $4,175-75.5% | $6,507-84.3% |
| Admin fee / account holder | $215 | $5,568-96.1% | $5,349-96.0% | $12,624-98.3% |