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 | $21,834 | $81,248-73.1% | $155,509-86.0% | $80,856-73.0% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 12.12% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.5pp |
| Employer contribution / active EE | $592 | $3,100-80.9% | $4,672-87.3% | $2,755-78.5% |
| Participant deferral / active EE | $962 | $3,452-72.1% | $5,626-82.9% | $4,296-77.6% |
| Admin fee / account holder | $46 | $7,997-99.4% | $15,912-99.7% | $6,918-99.3% |