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 | $27,077 | $106,749-74.6% | $145,433-81.4% | $82,448-67.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 15.72% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,318 | $3,444-61.7% | $4,554-71.1% | $2,551-48.3% |
| Participant deferral / active EE | $2,844 | $6,519-56.4% | $7,897-64.0% | $4,139-31.3% |
| Admin fee / account holder | $298 | $8,390-96.4% | $13,129-97.7% | $7,234-95.9% |