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 | $97,125-73.9% | $86,233-70.6% | $137,256-81.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 21.80% | 74.19%-52.4pp | 61.39%-39.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,812 | $2,841-36.2% | $2,504-27.7% | $4,156-56.4% |
| Participant deferral / active EE | $9,060 | $5,180+74.9% | $4,559+98.7% | $6,407+41.4% |
| Admin fee / account holder | $191 | $9,725-98.0% | $8,342-97.7% | $12,270-98.4% |