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 | $17,251 | $97,125-82.2% | $86,233-80.0% | $137,256-87.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 20.97% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,251 | $2,841-56.0% | $2,504-50.1% | $4,156-69.9% |
| Participant deferral / active EE | $1,933 | $5,180-62.7% | $4,559-57.6% | $6,407-69.8% |
| Admin fee / account holder | $34 | $9,725-99.7% | $8,342-99.6% | $12,270-99.7% |