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 | $23,651 | $159,901-85.2% | $146,958-83.9% | $145,922-83.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.11% | 98.13%-73.0pp | 418.34%-393.2pp | 561.29%-536.2pp |
| Employer contribution / active EE | $2,917 | $5,286-44.8% | $4,933-40.9% | $4,660-37.4% |
| Participant deferral / active EE | $5,017 | $8,428-40.5% | $8,070-37.8% | $6,688-25.0% |
| Admin fee / account holder | $255 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |