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 | $25,367 | $81,460-68.9% | $103,333-75.5% | $80,856-68.6% |
| Participation rate | 30.3% | 66.8%-36.5pp | 74.5%-44.2pp | 67.6%-37.3pp |
| Annual return | 15.98% | 25.55%-9.6pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,164 | $3,105-62.5% | $3,868-69.9% | $2,755-57.7% |
| Participant deferral / active EE | $2,996 | $3,869-22.6% | $5,057-40.8% | $4,296-30.3% |
| Admin fee / account holder | $168 | $6,566-97.4% | $8,355-98.0% | $6,918-97.6% |