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 | $14,480 | $68,719-78.9% | $91,541-84.2% | $84,808-82.9% |
| Participation rate | 48.3% | 64.5%-16.2pp | 69.8%-21.5pp | 68.3%-20.0pp |
| Annual return | 22.37% | 19.12%+3.2pp | 20.50%+1.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $434 | $1,920-77.4% | $2,505-82.7% | $2,631-83.5% |
| Participant deferral / active EE | $1,093 | $3,136-65.1% | $4,008-72.7% | $4,212-74.0% |
| Admin fee / account holder | $183 | $5,786-96.8% | $6,956-97.4% | $7,344-97.5% |