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 4-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 | $22,265 | $183,519-87.9% | $155,509-85.7% | $145,922-84.7% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 71.88% | 61.17%+10.7pp | 64.67%+7.2pp | 561.29%-489.4pp |
| Employer contribution / active EE | $2,321 | $5,313-56.3% | $4,672-50.3% | $4,660-50.2% |
| Participant deferral / active EE | $2,766 | $6,462-57.2% | $5,626-50.8% | $6,688-58.6% |
| Admin fee / account holder | $143 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |