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 5-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 | $22,302 | $70,669-68.4% | $169,368-86.8% | $75,163-70.3% |
| Participation rate | 48.0% | 64.8%-16.8pp | 77.1%-29.1pp | 67.2%-19.2pp |
| Annual return | 18.36% | 36.36%-18.0pp | 405.60%-387.2pp | 160.62%-142.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,249 | $4,311-1.4% | $6,221-31.7% | $4,125+3.0% |
| Admin fee / account holder | $239 | $5,402-95.6% | $9,003-97.3% | $5,651-95.8% |