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 | $14,882 | $111,814-86.7% | $93,654-84.1% | $145,959-89.8% |
| Participation rate | 63.2% | 74.2%-11.1pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 17.23% | 203.30%-186.1pp | 133.34%-116.1pp | 561.95%-544.7pp |
| Employer contribution / active EE | $1,009 | $3,092-67.4% | $2,421-58.3% | $4,661-78.4% |
| Participant deferral / active EE | $2,446 | $4,914-50.2% | $4,413-44.6% | $6,689-63.4% |
| Admin fee / account holder | $300 | $10,246-97.1% | $8,282-96.4% | $13,398-97.8% |