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 | $13,282 | $114,381-88.4% | $107,525-87.6% | $142,382-90.7% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 19.30% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,350 | $4,015-66.4% | $3,754-64.0% | $4,299-68.6% |
| Participant deferral / active EE | $1,710 | $5,564-69.3% | $5,116-66.6% | $6,507-73.7% |
| Admin fee / account holder | $123 | $9,860-98.8% | $8,919-98.6% | $12,624-99.0% |