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 | $26,098 | $183,519-85.8% | $155,509-83.2% | $145,922-82.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 12.69% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,952 | $5,313-63.3% | $4,672-58.2% | $4,660-58.1% |
| Participant deferral / active EE | $2,964 | $6,462-54.1% | $5,626-47.3% | $6,688-55.7% |
| Admin fee / account holder | $68 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |