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 | $28,016 | $201,272-86.1% | $184,203-84.8% | $145,922-80.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 40.44% | 29.00%+11.4pp | 28.81%+11.6pp | 561.29%-520.8pp |
| Employer contribution / active EE | $1,561 | $7,022-77.8% | $6,427-75.7% | $4,660-66.5% |
| Participant deferral / active EE | $6,333 | $9,806-35.4% | $9,131-30.6% | $6,688-5.3% |
| Admin fee / account holder | $155 | $16,364-99.1% | $13,901-98.9% | $13,397-98.8% |