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 | $13,363 | $63,703-79.0% | $93,063-85.6% | $82,448-83.8% |
| Participation rate | 39.3% | 63.8%-24.5pp | 72.1%-32.8pp | 68.1%-28.8pp |
| Annual return | 21.56% | -775.43%+797.0pp | 34.15%-12.6pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,172 | $1,729-32.2% | $2,476-52.7% | $2,551-54.1% |
| Participant deferral / active EE | $1,438 | $2,919-50.7% | $3,958-63.7% | $4,139-65.3% |
| Admin fee / account holder | $119 | $5,982-98.0% | $6,033-98.0% | $7,234-98.4% |