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 5-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 | $27,132 | $57,016-52.4% | $84,966-68.1% | $80,856-66.4% |
| Participation rate | 47.5% | 56.3%-8.8pp | 67.5%-20.0pp | 67.6%-20.1pp |
| Annual return | 16.61% | 21.66%-5.1pp | 66.38%-49.8pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,266 | $1,798-29.6% | $2,727-53.6% | $2,755-54.1% |
| Participant deferral / active EE | $3,209 | $3,110+3.2% | $4,519-29.0% | $4,296-25.3% |
| Admin fee / account holder | $81 | $4,980-98.4% | $6,149-98.7% | $6,918-98.8% |