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 | $13,921 | $114,381-87.8% | $107,525-87.1% | $142,382-90.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 18.53% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,349 | $4,015-66.4% | $3,754-64.1% | $4,299-68.6% |
| Participant deferral / active EE | $2,159 | $5,564-61.2% | $5,116-57.8% | $6,507-66.8% |
| Admin fee / account holder | $147 | $9,860-98.5% | $8,919-98.4% | $12,624-98.8% |