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 | $17,181 | $111,814-84.6% | $93,654-81.7% | $145,959-88.2% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.7pp |
| Annual return | 48.72% | 203.30%-154.6pp | 133.34%-84.6pp | 561.95%-513.2pp |
| Employer contribution / active EE | $1,827 | $3,092-40.9% | $2,421-24.5% | $4,661-60.8% |
| Participant deferral / active EE | $3,589 | $4,914-27.0% | $4,413-18.7% | $6,689-46.3% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |