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 | $21,858 | $111,814-80.5% | $103,374-78.9% | $145,959-85.0% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 12.86% | 24.77%-11.9pp | 24.89%-12.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,527 | $4,214-63.8% | $3,869-60.5% | $4,661-67.2% |
| Participant deferral / active EE | $1,527 | $5,618-72.8% | $5,058-69.8% | $6,689-77.2% |
| Admin fee / account holder | $268 | $9,754-97.3% | $8,394-96.8% | $13,398-98.0% |