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 | $24,628 | $64,480-61.8% | $81,382-69.7% | $80,856-69.5% |
| Participation rate | 40.7% | 63.9%-23.1pp | 69.5%-28.7pp | 67.6%-26.9pp |
| Annual return | 20.77% | 16.34%+4.4pp | 24.73%-4.0pp | 35.59%-14.8pp |
| Employer contribution / active EE | $1,413 | $1,978-28.6% | $2,463-42.6% | $2,755-48.7% |
| Participant deferral / active EE | $3,502 | $3,094+13.2% | $3,883-9.8% | $4,296-18.5% |
| Admin fee / account holder | $208 | $5,671-96.3% | $5,768-96.4% | $6,918-97.0% |