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 | $20,158 | $77,314-73.9% | $177,989-88.7% | $80,856-75.1% |
| Participation rate | 41.3% | 65.7%-24.4pp | 77.1%-35.8pp | 67.6%-26.3pp |
| Annual return | 20.31% | 18.09%+2.2pp | 294.48%-274.2pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,038 | $2,292-54.7% | $3,949-73.7% | $2,755-62.3% |
| Participant deferral / active EE | $1,988 | $4,411-54.9% | $6,276-68.3% | $4,296-53.7% |
| Admin fee / account holder | $222 | $7,191-96.9% | $10,363-97.9% | $6,918-96.8% |