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 | $23,873 | $114,381-79.1% | $107,525-77.8% | $142,382-83.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 26.67% | 242.71%-216.0pp | 181.32%-154.6pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,095 | $4,015-72.7% | $3,754-70.8% | $4,299-74.5% |
| Participant deferral / active EE | $4,314 | $5,564-22.5% | $5,116-15.7% | $6,507-33.7% |
| Admin fee / account holder | $127 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |