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 | $11,942 | $97,125-87.7% | $86,233-86.2% | $137,256-91.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 23.17% | 74.19%-51.0pp | 61.39%-38.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,065 | $2,841-62.5% | $2,504-57.5% | $4,156-74.4% |
| Participant deferral / active EE | $1,597 | $5,180-69.2% | $4,559-65.0% | $6,407-75.1% |
| Admin fee / account holder | $17 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |