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 | $16,508 | $57,016-71.0% | $84,966-80.6% | $80,856-79.6% |
| Participation rate | 29.4% | 56.3%-26.9pp | 67.5%-38.1pp | 67.6%-38.2pp |
| Annual return | 26.41% | 21.66%+4.7pp | 66.38%-40.0pp | 35.59%-9.2pp |
| Employer contribution / active EE | $862 | $1,798-52.0% | $2,727-68.4% | $2,755-68.7% |
| Participant deferral / active EE | $2,126 | $3,110-31.6% | $4,519-53.0% | $4,296-50.5% |
| Admin fee / account holder | $0 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |