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 4-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 | $27,552 | $72,071-61.8% | $68,368-59.7% | $137,256-79.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 19.68% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,637 | $2,788-41.3% | $2,649-38.2% | $4,156-60.6% |
| Participant deferral / active EE | $2,783 | $4,410-36.9% | $4,123-32.5% | $6,407-56.6% |
| Admin fee / account holder | $291 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |