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 | $14,438 | $102,245-85.9% | $89,340-83.8% | $137,256-89.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 20.06% | 21.89%-1.8pp | 20.57%-0.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,519 | $2,529-40.0% | $2,231-31.9% | $4,156-63.5% |
| Participant deferral / active EE | $2,363 | $4,436-46.7% | $3,823-38.2% | $6,407-63.1% |
| Admin fee / account holder | $199 | $8,085-97.5% | $6,704-97.0% | $12,270-98.4% |