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 | $10,280 | $102,245-89.9% | $89,340-88.5% | $137,256-92.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 20.80% | 21.89%-1.1pp | 20.57%+0.2pp | 220.34%-199.5pp |
| Employer contribution / active EE | $779 | $2,529-69.2% | $2,231-65.1% | $4,156-81.3% |
| Participant deferral / active EE | $1,168 | $4,436-73.7% | $3,823-69.4% | $6,407-81.8% |
| Admin fee / account holder | $33 | $8,085-99.6% | $6,704-99.5% | $12,270-99.7% |