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 | $5,770 | $72,071-92.0% | $68,368-91.6% | $137,256-95.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 20.65% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,028 | $2,788-63.1% | $2,649-61.2% | $4,156-75.3% |
| Participant deferral / active EE | $1,123 | $4,410-74.5% | $4,123-72.8% | $6,407-82.5% |
| Admin fee / account holder | $100 | $5,336-98.1% | $5,150-98.1% | $12,270-99.2% |