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 | $112,729-87.0% | $98,716-85.2% | $137,256-89.3% |
| Participation rate | 64.3% | 74.2%-9.9pp | 69.3%-5.0pp | 80.0%-15.7pp |
| Annual return | 22.99% | 38.48%-15.5pp | 31.81%-8.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $892 | $2,725-67.3% | $2,279-60.8% | $4,156-78.5% |
| Participant deferral / active EE | $3,059 | $4,640-34.1% | $4,048-24.4% | $6,407-52.3% |
| Admin fee / account holder | $134 | $10,129-98.7% | $8,703-98.5% | $12,270-98.9% |