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 | $17,422 | $51,638-66.3% | $68,368-74.5% | $82,448-78.9% |
| Participation rate | 57.7% | 63.6%-5.9pp | 73.8%-16.1pp | 68.1%-10.4pp |
| Annual return | 24.92% | 37.53%-12.6pp | 292.57%-267.7pp | 41.64%-16.7pp |
| Employer contribution / active EE | $1,378 | $2,047-32.7% | $2,649-48.0% | $2,551-46.0% |
| Participant deferral / active EE | $1,937 | $2,914-33.5% | $4,123-53.0% | $4,139-53.2% |
| Admin fee / account holder | $226 | $4,643-95.1% | $5,150-95.6% | $7,234-96.9% |