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 | $21,908 | $127,065-82.8% | $113,168-80.6% | $142,382-84.6% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 21.17% | 24.03%-2.9pp | 24.27%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,175 | $3,442-36.8% | $2,975-26.9% | $4,299-49.4% |
| Participant deferral / active EE | $2,175 | $5,716-62.0% | $5,107-57.4% | $6,507-66.6% |
| Admin fee / account holder | $36 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |