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 | $12,329 | $100,773-87.8% | $88,946-86.1% | $142,382-91.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 14.98% | 70.18%-55.2pp | 57.82%-42.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,160 | $2,918-60.3% | $2,555-54.6% | $4,299-73.0% |
| Participant deferral / active EE | $1,401 | $5,230-73.2% | $4,581-69.4% | $6,507-78.5% |
| Admin fee / account holder | $76 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |