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 5-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 | $14,774 | $111,724-86.8% | $93,606-84.2% | $145,922-89.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 16.49% | 202.98%-186.5pp | 133.20%-116.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,388 | $3,090-55.1% | $2,420-42.7% | $4,660-70.2% |
| Participant deferral / active EE | $1,627 | $4,912-66.9% | $4,411-63.1% | $6,688-75.7% |
| Admin fee / account holder | $19 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |