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 | $12,808 | $73,867-82.7% | $143,757-91.1% | $68,494-81.3% |
| Participation rate | 36.7% | 66.7%-29.9pp | 80.3%-43.6pp | 67.9%-31.2pp |
| Annual return | 19.40% | 1.01%+18.4pp | -0.04%+19.4pp | -7.84%+27.2pp |
| Employer contribution / active EE | $715 | $3,184-77.6% | $4,951-85.6% | $2,596-72.5% |
| Participant deferral / active EE | $1,837 | $3,384-45.7% | $5,637-67.4% | $4,027-54.4% |
| Admin fee / account holder | $22 | $5,755-99.6% | $14,673-99.9% | $5,403-99.6% |