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 | $17,402 | $74,888-76.8% | $71,209-75.6% | $142,382-87.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 23.76% | 345.14%-321.4pp | 282.51%-258.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,477 | $2,854-48.3% | $2,721-45.7% | $4,299-65.6% |
| Participant deferral / active EE | $2,532 | $4,454-43.2% | $4,175-39.4% | $6,507-61.1% |
| Admin fee / account holder | $28 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |