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 | $25,323 | $100,773-74.9% | $88,946-71.5% | $142,382-82.2% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 21.80% | 70.18%-48.4pp | 57.82%-36.0pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,812 | $2,918-37.9% | $2,555-29.1% | $4,299-57.9% |
| Participant deferral / active EE | $9,060 | $5,230+73.2% | $4,581+97.8% | $6,507+39.2% |
| Admin fee / account holder | $191 | $9,693-98.0% | $8,261-97.7% | $12,624-98.5% |