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 | $15,474 | $76,738-79.8% | $56,411-72.6% | $145,922-89.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 14.46% | 2994.23%-2979.8pp | 1701.33%-1686.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $951 | $1,380-31.1% | $1,039-8.5% | $4,660-79.6% |
| Participant deferral / active EE | $2,873 | $2,623+9.6% | $1,952+47.2% | $6,688-57.0% |
| Admin fee / account holder | $18 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |