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 | $74,888-94.8% | $71,209-94.5% | $142,382-97.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 30.40% | 345.14%-314.7pp | 282.51%-252.1pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,091 | $2,854-61.8% | $2,721-59.9% | $4,299-74.6% |
| Participant deferral / active EE | $1,556 | $4,454-65.1% | $4,175-62.7% | $6,507-76.1% |
| Admin fee / account holder | $177 | $5,568-96.8% | $5,349-96.7% | $12,624-98.6% |