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 | $26,952 | $99,877-73.0% | $84,966-68.3% | $145,922-81.5% |
| Participation rate | 63.6% | 74.1%-10.5pp | 67.5%-3.9pp | 80.3%-16.6pp |
| Annual return | 16.54% | 83.76%-67.2pp | 66.38%-49.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,582 | $3,231-51.0% | $2,727-42.0% | $4,660-66.0% |
| Participant deferral / active EE | $4,503 | $5,291-14.9% | $4,519-0.4% | $6,688-32.7% |
| Admin fee / account holder | $157 | $7,248-97.8% | $6,149-97.4% | $13,397-98.8% |