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 | $8,303 | $149,040-94.4% | $120,225-93.1% | $137,256-94.0% |
| Participation rate | 20.0% | 75.4%-55.4pp | 69.6%-49.6pp | 80.0%-60.0pp |
| Annual return | 23.19% | 605.68%-582.5pp | 439.23%-416.0pp | 220.34%-197.2pp |
| Employer contribution / active EE | $170 | $4,350-96.1% | $3,475-95.1% | $4,156-95.9% |
| Participant deferral / active EE | $863 | $4,655-81.5% | $3,999-78.4% | $6,407-86.5% |
| Admin fee / account holder | $164 | $6,348-97.4% | $5,696-97.1% | $12,270-98.7% |