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 | $17,876 | $158,398-88.7% | $126,539-85.9% | $142,382-87.4% |
| Participation rate | 42.9% | 75.8%-32.9pp | 69.8%-27.0pp | 80.1%-37.3pp |
| Annual return | 24.22% | 593.76%-569.5pp | 425.95%-401.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,448 | $4,650-68.9% | $3,674-60.6% | $4,299-66.3% |
| Participant deferral / active EE | $1,687 | $4,767-64.6% | $4,083-58.7% | $6,507-74.1% |
| Admin fee / account holder | $173 | $6,918-97.5% | $6,065-97.1% | $12,624-98.6% |