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 3-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 | $9,250 | $87,166-89.4% | $76,735-87.9% | $137,256-93.3% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 18.99% | 26.50%-7.5pp | 29.77%-10.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,186 | $2,904-59.2% | $2,454-51.7% | $4,156-71.5% |
| Participant deferral / active EE | $1,633 | $4,726-65.4% | $4,088-60.1% | $6,407-74.5% |
| Admin fee / account holder | $19 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |