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 | $12,655 | $81,248-84.4% | $155,509-91.9% | $80,856-84.3% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 24.83% | 33.31%-8.5pp | 64.67%-39.8pp | 35.59%-10.8pp |
| Employer contribution / active EE | $1,121 | $3,100-63.8% | $4,672-76.0% | $2,755-59.3% |
| Participant deferral / active EE | $1,657 | $3,452-52.0% | $5,626-70.6% | $4,296-61.4% |
| Admin fee / account holder | $138 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |