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 | $14,824 | $81,248-81.8% | $155,509-90.5% | $80,856-81.7% |
| Participation rate | 43.3% | 66.2%-22.9pp | 78.2%-34.9pp | 67.6%-24.3pp |
| Annual return | 16.13% | 33.31%-17.2pp | 64.67%-48.5pp | 35.59%-19.5pp |
| Employer contribution / active EE | $497 | $3,100-84.0% | $4,672-89.4% | $2,755-81.9% |
| Participant deferral / active EE | $1,191 | $3,452-65.5% | $5,626-78.8% | $4,296-72.3% |
| Admin fee / account holder | $250 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |