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 | $25,395 | $109,982-76.9% | $97,226-73.9% | $145,922-82.6% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 15.40% | 242.90%-227.5pp | 75.13%-59.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,446 | $3,084-53.1% | $2,729-47.0% | $4,660-69.0% |
| Participant deferral / active EE | $3,930 | $4,676-16.0% | $4,264-7.8% | $6,688-41.2% |
| Admin fee / account holder | $279 | $6,221-95.5% | $5,654-95.1% | $13,397-97.9% |