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 | $39,369 | $117,983-66.6% | $101,794-61.3% | $142,382-72.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 19.97% | 36.92%-16.9pp | 30.53%-10.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,821 | $2,773-34.3% | $2,289-20.4% | $4,299-57.6% |
| Participant deferral / active EE | $5,808 | $4,714+23.2% | $4,084+42.2% | $6,507-10.7% |
| Admin fee / account holder | $204 | $10,433-98.0% | $8,777-97.7% | $12,624-98.4% |