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 | $28,946 | $107,452-73.1% | $91,541-68.4% | $142,382-79.7% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.8%-6.1pp | 80.1%-16.5pp |
| Annual return | 18.65% | 22.06%-3.4pp | 20.50%-1.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,253 | $2,994-58.2% | $2,505-50.0% | $4,299-70.9% |
| Participant deferral / active EE | $2,584 | $4,754-45.6% | $4,008-35.5% | $6,507-60.3% |
| Admin fee / account holder | $72 | $8,834-99.2% | $6,956-99.0% | $12,624-99.4% |