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 | $15,841 | $57,016-72.2% | $84,966-81.4% | $80,856-80.4% |
| Participation rate | 44.2% | 56.3%-12.2pp | 67.5%-23.3pp | 67.6%-23.5pp |
| Annual return | 17.60% | 21.66%-4.1pp | 66.38%-48.8pp | 35.59%-18.0pp |
| Employer contribution / active EE | $329 | $1,798-81.7% | $2,727-88.0% | $2,755-88.1% |
| Participant deferral / active EE | $2,243 | $3,110-27.9% | $4,519-50.4% | $4,296-47.8% |
| Admin fee / account holder | $237 | $4,980-95.2% | $6,149-96.1% | $6,918-96.6% |