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 | $23,418 | $99,877-76.6% | $84,966-72.4% | $145,922-84.0% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.0pp | 80.3%-34.8pp |
| Annual return | 20.86% | 83.76%-62.9pp | 66.38%-45.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,298 | $3,231-59.8% | $2,727-52.4% | $4,660-72.1% |
| Participant deferral / active EE | $2,616 | $5,291-50.5% | $4,519-42.1% | $6,688-60.9% |
| Admin fee / account holder | $4 | $7,248-100.0% | $6,149-99.9% | $13,397-100.0% |