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 | $6,554 | $54,705-88.0% | $71,209-90.8% | $84,808-92.3% |
| Participation rate | 52.7% | 64.1%-11.3pp | 73.8%-21.0pp | 68.3%-15.6pp |
| Annual return | 21.67% | 35.90%-14.2pp | 282.51%-260.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $766 | $2,158-64.5% | $2,721-71.9% | $2,631-70.9% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $81 | $4,863-98.3% | $5,349-98.5% | $7,344-98.9% |