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 | $12,657 | $104,974-87.9% | $95,585-86.8% | $142,382-91.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 24.20% | 210.33%-186.1pp | 38.56%-14.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $900 | $2,779-67.6% | $2,527-64.4% | $4,299-79.1% |
| Participant deferral / active EE | $1,501 | $4,352-65.5% | $4,023-62.7% | $6,507-76.9% |
| Admin fee / account holder | $106 | $6,386-98.3% | $6,127-98.3% | $12,624-99.2% |