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 4-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 | $10,877 | $87,166-87.5% | $76,735-85.8% | $137,256-92.1% |
| Participation rate | 61.9% | 74.4%-12.4pp | 69.5%-7.6pp | 80.0%-18.1pp |
| Annual return | 21.14% | 26.50%-5.4pp | 29.77%-8.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $5,332 | $2,904+83.6% | $2,454+117.3% | $4,156+28.3% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $126 | $8,403-98.5% | $7,189-98.2% | $12,270-99.0% |