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 | $39,601 | $111,724-64.6% | $93,606-57.7% | $145,922-72.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.56% | 202.98%-185.4pp | 133.20%-115.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,697 | $3,090+19.7% | $2,420+52.8% | $4,660-20.7% |
| Participant deferral / active EE | $20,970 | $4,912+326.9% | $4,411+375.4% | $6,688+213.6% |
| Admin fee / account holder | $27 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |