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 | $13,662 | $100,773-86.4% | $88,946-84.6% | $142,382-90.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 17.37% | 70.18%-52.8pp | 57.82%-40.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $626 | $2,918-78.6% | $2,555-75.5% | $4,299-85.4% |
| Participant deferral / active EE | $2,782 | $5,230-46.8% | $4,581-39.3% | $6,507-57.2% |
| Admin fee / account holder | $63 | $9,693-99.4% | $8,261-99.2% | $12,624-99.5% |