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 5-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 | $11,556 | $51,175-77.4% | $70,515-83.6% | $75,163-84.6% |
| Participation rate | 57.6% | 60.9%-3.4pp | 68.3%-10.8pp | 67.2%-9.6pp |
| Annual return | 29.43% | 30.02%-0.6pp | 32.77%-3.3pp | 160.62%-131.2pp |
| Employer contribution / active EE | $1,525 | $1,826-16.5% | $2,973-48.7% | $2,670-42.9% |
| Participant deferral / active EE | $2,436 | $2,849-14.5% | $4,567-46.7% | $4,125-40.9% |
| Admin fee / account holder | $184 | $4,091-95.5% | $6,412-97.1% | $5,651-96.7% |