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 | $24,563 | $111,724-78.0% | $93,606-73.8% | $145,922-83.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 14.15% | 202.98%-188.8pp | 133.20%-119.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,685 | $3,090-45.4% | $2,420-30.3% | $4,660-63.8% |
| Participant deferral / active EE | $1,704 | $4,912-65.3% | $4,411-61.4% | $6,688-74.5% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |