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 | $3,914 | $72,071-94.6% | $68,368-94.3% | $137,256-97.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 30.40% | 353.14%-322.7pp | 292.57%-262.2pp | 220.34%-189.9pp |
| Employer contribution / active EE | $1,091 | $2,788-60.9% | $2,649-58.8% | $4,156-73.8% |
| Participant deferral / active EE | $1,556 | $4,410-64.7% | $4,123-62.3% | $6,407-75.7% |
| Admin fee / account holder | $177 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |