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 7-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 | $12,482 | $110,809-88.7% | $86,874-85.6% | $167,490-92.5% |
| Participation rate | 37.5% | 75.8%-38.3pp | 71.6%-34.1pp | 82.1%-44.6pp |
| Annual return | 20.94% | 116.98%-96.0pp | 63.52%-42.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $452 | $3,244-86.1% | $2,495-81.9% | $4,837-90.7% |
| Participant deferral / active EE | $2,160 | $4,546-52.5% | $3,699-41.6% | $6,341-65.9% |
| Admin fee / account holder | $49 | $8,415-99.4% | $5,828-99.2% | $12,309-99.6% |