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 | $13,525 | $114,381-88.2% | $107,525-87.4% | $142,382-90.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 25.84% | 242.71%-216.9pp | 181.32%-155.5pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,495 | $4,015-62.7% | $3,754-60.2% | $4,299-65.2% |
| Participant deferral / active EE | $2,225 | $5,564-60.0% | $5,116-56.5% | $6,507-65.8% |
| Admin fee / account holder | $19 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |