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 | $20,871 | $72,071-71.0% | $68,368-69.5% | $137,256-84.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.38% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $485 | $2,788-82.6% | $2,649-81.7% | $4,156-88.3% |
| Participant deferral / active EE | $624 | $4,410-85.9% | $4,123-84.9% | $6,407-90.3% |
| Admin fee / account holder | $128 | $5,336-97.6% | $5,150-97.5% | $12,270-99.0% |