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 | $17,503 | $69,207-74.7% | $64,056-72.7% | $139,434-87.4% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 30.05% | 45.88%-15.8pp | 33.69%-3.6pp | 372.94%-342.9pp |
| Employer contribution / active EE | $1,988 | $3,182-37.5% | $2,747-27.6% | $4,751-58.2% |
| Participant deferral / active EE | $4,281 | $4,682-8.6% | $3,880+10.3% | $6,710-36.2% |
| Admin fee / account holder | $158 | $4,244-96.3% | $3,068-94.9% | $11,403-98.6% |