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 5-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 | $13,363 | $49,922-73.2% | $80,569-83.4% | $75,163-82.2% |
| Participation rate | 51.6% | 55.3%-3.7pp | 67.0%-15.4pp | 67.2%-15.6pp |
| Annual return | 22.33% | 34.69%-12.4pp | 935.43%-913.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,105 | $1,698-34.9% | $2,723-59.4% | $2,670-58.6% |
| Participant deferral / active EE | $2,226 | $2,990-25.5% | $4,447-49.9% | $4,125-46.0% |
| Admin fee / account holder | $229 | $3,577-93.6% | $5,377-95.7% | $5,651-95.9% |