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 | $21,555 | $88,751-75.7% | $81,812-73.7% | $145,922-85.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.34% | 1025.40%-1008.1pp | 773.79%-756.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,017 | $3,083-34.6% | $2,912-30.8% | $4,660-56.7% |
| Participant deferral / active EE | $3,160 | $4,643-31.9% | $4,319-26.8% | $6,688-52.8% |
| Admin fee / account holder | $48 | $8,415-99.4% | $7,386-99.4% | $13,397-99.6% |