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 | $14,641 | $117,983-87.6% | $101,794-85.6% | $142,382-89.7% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.2%-4.9pp | 80.1%-15.8pp |
| Annual return | 22.99% | 36.92%-13.9pp | 30.53%-7.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $892 | $2,773-67.8% | $2,289-61.0% | $4,299-79.2% |
| Participant deferral / active EE | $3,059 | $4,714-35.1% | $4,084-25.1% | $6,507-53.0% |
| Admin fee / account holder | $134 | $10,433-98.7% | $8,777-98.5% | $12,624-98.9% |