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 | $17,437 | $72,396-75.9% | $67,511-74.2% | $145,959-88.1% |
| Participation rate | 41.7% | 76.9%-35.2pp | 72.9%-31.2pp | 80.3%-38.6pp |
| Annual return | 15.81% | 7194.07%-7178.3pp | 3517.41%-3501.6pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,764 | $3,071-42.6% | $2,733-35.5% | $4,661-62.2% |
| Participant deferral / active EE | $3,217 | $4,781-32.7% | $4,000-19.6% | $6,689-51.9% |
| Admin fee / account holder | $107 | $5,538-98.1% | $3,999-97.3% | $13,398-99.2% |