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 | $11,150 | $111,754-90.0% | $103,333-89.2% | $145,922-92.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.94% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,617 | $4,212-61.6% | $3,868-58.2% | $4,660-65.3% |
| Participant deferral / active EE | $2,588 | $5,619-53.9% | $5,057-48.8% | $6,688-61.3% |
| Admin fee / account holder | $26 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |