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 | $25,115 | $214,378-88.3% | $200,582-87.5% | $142,382-82.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 18.00% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,421 | $6,841-79.2% | $6,419-77.9% | $4,299-66.9% |
| Participant deferral / active EE | $3,104 | $9,865-68.5% | $9,331-66.7% | $6,507-52.3% |
| Admin fee / account holder | $250 | $17,692-98.6% | $16,305-98.5% | $12,624-98.0% |