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 | $21,854 | $183,519-88.1% | $155,509-85.9% | $145,922-85.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.24% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,301 | $5,313-56.7% | $4,672-50.8% | $4,660-50.6% |
| Participant deferral / active EE | $2,023 | $6,462-68.7% | $5,626-64.0% | $6,688-69.7% |
| Admin fee / account holder | $255 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |