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 | $19,540 | $51,576-62.1% | $129,207-84.9% | $80,856-75.8% |
| Participation rate | 41.7% | 57.0%-15.3pp | 69.6%-27.9pp | 67.6%-26.0pp |
| Annual return | 17.32% | 20.81%-3.5pp | 9417.33%-9400.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $674 | $1,584-57.4% | $4,153-83.8% | $2,755-75.5% |
| Participant deferral / active EE | $2,702 | $2,669+1.2% | $4,168-35.2% | $4,296-37.1% |
| Admin fee / account holder | $243 | $4,305-94.4% | $7,715-96.9% | $6,918-96.5% |