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 | $28,612 | $85,022-66.3% | $70,515-59.4% | $139,434-79.5% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 15.93% | 30.38%-14.5pp | 32.77%-16.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,275 | $3,909-67.4% | $2,973-57.1% | $4,751-73.2% |
| Participant deferral / active EE | $2,862 | $5,890-51.4% | $4,567-37.3% | $6,710-57.4% |
| Admin fee / account holder | $254 | $8,906-97.1% | $6,412-96.0% | $11,403-97.8% |