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 | $13,746 | $81,248-83.1% | $155,509-91.2% | $80,856-83.0% |
| Participation rate | 48.8% | 66.2%-17.4pp | 78.2%-29.3pp | 67.6%-18.8pp |
| Annual return | 148.09% | 33.31%+114.8pp | 64.67%+83.4pp | 35.59%+112.5pp |
| Employer contribution / active EE | $913 | $3,100-70.6% | $4,672-80.5% | $2,755-66.9% |
| Participant deferral / active EE | $5,919 | $3,452+71.5% | $5,626+5.2% | $4,296+37.8% |
| Admin fee / account holder | $110 | $7,997-98.6% | $15,912-99.3% | $6,918-98.4% |