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 | $21,142 | $177,572-88.1% | $154,803-86.3% | $142,382-85.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 23.43% | 65.07%-41.6pp | 58.88%-35.5pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,293 | $4,810-52.3% | $4,305-46.8% | $4,299-46.7% |
| Participant deferral / active EE | $4,877 | $6,272-22.2% | $5,540-12.0% | $6,507-25.1% |
| Admin fee / account holder | $45 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |