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 5-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 | $11,695 | $51,638-77.4% | $68,368-82.9% | $82,448-85.8% |
| Participation rate | 52.0% | 63.6%-11.6pp | 73.8%-21.8pp | 68.1%-16.1pp |
| Annual return | 13.88% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $642 | $2,047-68.7% | $2,649-75.8% | $2,551-74.9% |
| Participant deferral / active EE | $1,110 | $2,914-61.9% | $4,123-73.1% | $4,139-73.2% |
| Admin fee / account holder | $107 | $4,643-97.7% | $5,150-97.9% | $7,234-98.5% |