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 | $12,717 | $111,724-88.6% | $93,606-86.4% | $145,922-91.3% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 18.70% | 202.98%-184.3pp | 133.20%-114.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,771 | $3,090-42.7% | $2,420-26.8% | $4,660-62.0% |
| Participant deferral / active EE | $1,826 | $4,912-62.8% | $4,411-58.6% | $6,688-72.7% |
| Admin fee / account holder | $22 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |