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 | $25,706 | $57,541-55.3% | $95,745-73.2% | $75,163-65.8% |
| Participation rate | 24.1% | 62.5%-38.4pp | 72.3%-48.1pp | 67.2%-43.1pp |
| Annual return | 33.04% | 34.93%-1.9pp | 28.35%+4.7pp | 160.62%-127.6pp |
| Employer contribution / active EE | $1,007 | $1,808-44.3% | $2,835-64.5% | $2,670-62.3% |
| Participant deferral / active EE | $1,793 | $3,074-41.7% | $4,245-57.7% | $4,125-56.5% |
| Admin fee / account holder | $152 | $4,099-96.3% | $5,678-97.3% | $5,651-97.3% |