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 | $16,768 | $96,635-82.6% | $86,612-80.6% | $139,434-88.0% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 48.60% | 106.41%-57.8pp | 591.07%-542.5pp | 372.94%-324.3pp |
| Employer contribution / active EE | $966 | $3,263-70.4% | $3,022-68.0% | $4,751-79.7% |
| Participant deferral / active EE | $4,766 | $4,836-1.4% | $4,438+7.4% | $6,710-29.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |