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 | $24,758 | $114,381-78.4% | $107,525-77.0% | $142,382-82.6% |
| Participation rate | 46.7% | 78.1%-31.5pp | 75.1%-28.4pp | 80.1%-33.5pp |
| Annual return | 25.17% | 242.71%-217.5pp | 181.32%-156.1pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,103 | $4,015-47.6% | $3,754-44.0% | $4,299-51.1% |
| Participant deferral / active EE | $2,629 | $5,564-52.8% | $5,116-48.6% | $6,507-59.6% |
| Admin fee / account holder | $129 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |