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 | $16,864 | $70,606-76.1% | $53,898-68.7% | $142,382-88.2% |
| Participation rate | 45.0% | 63.7%-18.7pp | 55.0%-10.0pp | 80.1%-35.1pp |
| Annual return | 21.89% | 619.81%-597.9pp | 528.60%-506.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $790 | $1,202-34.3% | $932-15.3% | $4,299-81.6% |
| Participant deferral / active EE | $2,683 | $2,364+13.5% | $1,826+46.9% | $6,507-58.8% |
| Admin fee / account holder | $93 | $2,852-96.8% | $2,491-96.3% | $12,624-99.3% |