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 | $107,452-90.4% | $91,541-88.8% | $142,382-92.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 20.80% | 22.06%-1.3pp | 20.50%+0.3pp | 217.08%-196.3pp |
| Employer contribution / active EE | $779 | $2,994-74.0% | $2,505-68.9% | $4,299-81.9% |
| Participant deferral / active EE | $1,168 | $4,754-75.4% | $4,008-70.9% | $6,507-82.1% |
| Admin fee / account holder | $33 | $8,834-99.6% | $6,956-99.5% | $12,624-99.7% |