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 4-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 | $14,576 | $74,888-80.5% | $71,209-79.5% | $142,382-89.8% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.8%-9.5pp | 80.1%-15.8pp |
| Annual return | 25.74% | 345.14%-319.4pp | 282.51%-256.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,088 | $2,854-61.9% | $2,721-60.0% | $4,299-74.7% |
| Participant deferral / active EE | $2,286 | $4,454-48.7% | $4,175-45.3% | $6,507-64.9% |
| Admin fee / account holder | $59 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |