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 | $33,819 | $81,248-58.4% | $155,509-78.3% | $80,856-58.2% |
| Participation rate | 55.1% | 66.2%-11.1pp | 78.2%-23.1pp | 67.6%-12.5pp |
| Annual return | 14.56% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,859 | $3,100-40.0% | $4,672-60.2% | $2,755-32.5% |
| Participant deferral / active EE | $5,311 | $3,452+53.9% | $5,626-5.6% | $4,296+23.6% |
| Admin fee / account holder | $111 | $7,997-98.6% | $15,912-99.3% | $6,918-98.4% |