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 | $95,266-90.3% | $82,389-88.8% | $142,382-93.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 18.99% | 25.74%-6.8pp | 28.67%-9.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,186 | $2,991-60.4% | $2,517-52.9% | $4,299-72.4% |
| Participant deferral / active EE | $1,633 | $4,809-66.0% | $4,155-60.7% | $6,507-74.9% |
| Admin fee / account holder | $19 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |