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 | $4,109 | $74,888-94.5% | $71,209-94.2% | $142,382-97.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 26.83% | 345.14%-318.3pp | 282.51%-255.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $649 | $2,854-77.2% | $2,721-76.1% | $4,299-84.9% |
| Participant deferral / active EE | $768 | $4,454-82.7% | $4,175-81.6% | $6,507-88.2% |
| Admin fee / account holder | $5 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |