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 | $31,240 | $58,208-46.3% | $81,812-61.8% | $80,856-61.4% |
| Participation rate | 16.1% | 63.4%-47.3pp | 72.3%-56.2pp | 67.6%-51.5pp |
| Annual return | 11.15% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $776 | $2,340-66.8% | $2,912-73.4% | $2,755-71.8% |
| Participant deferral / active EE | $1,643 | $3,281-49.9% | $4,319-61.9% | $4,296-61.7% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |