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 | $12,437 | $102,245-87.8% | $89,340-86.1% | $137,256-90.9% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 18.05% | 21.89%-3.8pp | 20.57%-2.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $514 | $2,529-79.7% | $2,231-77.0% | $4,156-87.6% |
| Participant deferral / active EE | $1,242 | $4,436-72.0% | $3,823-67.5% | $6,407-80.6% |
| Admin fee / account holder | $40 | $8,085-99.5% | $6,704-99.4% | $12,270-99.7% |