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 | $24,191 | $95,266-74.6% | $82,389-70.6% | $142,382-83.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 18.83% | 25.74%-6.9pp | 28.67%-9.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,346 | $2,991-55.0% | $2,517-46.5% | $4,299-68.7% |
| Participant deferral / active EE | $1,346 | $4,809-72.0% | $4,155-67.6% | $6,507-79.3% |
| Admin fee / account holder | $254 | $8,563-97.0% | $7,231-96.5% | $12,624-98.0% |