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 | $24,191 | $87,166-72.2% | $76,735-68.5% | $137,256-82.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 18.83% | 26.50%-7.7pp | 29.77%-10.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,346 | $2,904-53.6% | $2,454-45.1% | $4,156-67.6% |
| Participant deferral / active EE | $1,346 | $4,726-71.5% | $4,088-67.1% | $6,407-79.0% |
| Admin fee / account holder | $254 | $8,403-97.0% | $7,189-96.5% | $12,270-97.9% |