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 | $11,682 | $117,983-90.1% | $101,794-88.5% | $142,382-91.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 24.90% | 36.92%-12.0pp | 30.53%-5.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $617 | $2,773-77.8% | $2,289-73.1% | $4,299-85.7% |
| Participant deferral / active EE | $1,883 | $4,714-60.1% | $4,084-53.9% | $6,507-71.1% |
| Admin fee / account holder | $56 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |