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 6-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 | $12,648 | $108,172-88.3% | $77,482-83.7% | $158,922-92.0% |
| Participation rate | 16.7% | 64.4%-47.8pp | 54.2%-37.5pp | 82.0%-65.3pp |
| Annual return | 24.08% | 31.67%-7.6pp | 54.79%-30.7pp | 302.83%-278.7pp |
| Employer contribution / active EE | $125 | $1,325-90.5% | $986-87.3% | $4,761-97.4% |
| Participant deferral / active EE | $437 | $2,456-82.2% | $1,861-76.5% | $5,982-92.7% |
| Admin fee / account holder | $75 | $3,708-98.0% | $2,858-97.4% | $11,246-99.3% |