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 | $13,218 | $74,888-82.3% | $71,209-81.4% | $142,382-90.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 27.10% | 345.14%-318.0pp | 282.51%-255.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $724 | $2,854-74.6% | $2,721-73.4% | $4,299-83.2% |
| Participant deferral / active EE | $1,763 | $4,454-60.4% | $4,175-57.8% | $6,507-72.9% |
| Admin fee / account holder | $117 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |