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 | $13,761 | $106,515-87.1% | $96,683-85.8% | $139,434-90.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 53.47% | 38.43%+15.0pp | 35.69%+17.8pp | 372.94%-319.5pp |
| Employer contribution / active EE | $1,607 | $4,103-60.8% | $3,737-57.0% | $4,751-66.2% |
| Participant deferral / active EE | $4,492 | $5,454-17.6% | $4,878-7.9% | $6,710-33.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |