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 | $38,728 | $111,814-65.4% | $93,654-58.6% | $145,959-73.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.22% | 203.30%-190.1pp | 133.34%-120.1pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,390 | $3,092-55.1% | $2,421-42.6% | $4,661-70.2% |
| Participant deferral / active EE | $5,275 | $4,914+7.3% | $4,413+19.5% | $6,689-21.1% |
| Admin fee / account holder | $276 | $10,246-97.3% | $8,282-96.7% | $13,398-97.9% |