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 | $28,159 | $30,400-7.4% | $53,898-47.8% | $84,808-66.8% |
| Participation rate | 25.8% | 46.4%-20.6pp | 55.0%-29.2pp | 68.3%-42.5pp |
| Annual return | 22.15% | 500.19%-478.0pp | 528.60%-506.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $392 | $603-34.9% | $932-57.9% | $2,631-85.1% |
| Participant deferral / active EE | $1,080 | $1,199-9.9% | $1,826-40.9% | $4,212-74.4% |
| Admin fee / account holder | $123 | $1,993-93.8% | $2,491-95.1% | $7,344-98.3% |