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 | $18,073 | $74,888-75.9% | $71,209-74.6% | $142,382-87.3% |
| Participation rate | 47.4% | 76.2%-28.9pp | 73.8%-26.4pp | 80.1%-32.8pp |
| Annual return | 22.33% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $885 | $2,854-69.0% | $2,721-67.5% | $4,299-79.4% |
| Participant deferral / active EE | $1,966 | $4,454-55.9% | $4,175-52.9% | $6,507-69.8% |
| Admin fee / account holder | $240 | $5,568-95.7% | $5,349-95.5% | $12,624-98.1% |