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 | $23,637 | $72,277-67.3% | $101,248-76.7% | $79,858-70.4% |
| Participation rate | 58.3% | 68.5%-10.1pp | 75.8%-17.5pp | 69.6%-11.3pp |
| Annual return | 73.61% | 22.30%+51.3pp | 46.47%+27.1pp | 31.71%+41.9pp |
| Employer contribution / active EE | $1,281 | $2,692-52.4% | $3,660-65.0% | $2,471-48.2% |
| Participant deferral / active EE | $1,643 | $3,282-49.9% | $4,370-62.4% | $3,740-56.1% |
| Admin fee / account holder | $165 | $4,400-96.2% | $5,945-97.2% | $5,306-96.9% |