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 | $8,137 | $85,022-90.4% | $70,515-88.5% | $139,434-94.2% |
| Participation rate | 65.0% | 73.9%-8.9pp | 68.3%-3.3pp | 80.3%-15.3pp |
| Annual return | 25.61% | 30.38%-4.8pp | 32.77%-7.2pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,050 | $3,909-73.1% | $2,973-64.7% | $4,751-77.9% |
| Participant deferral / active EE | $1,912 | $5,890-67.5% | $4,567-58.1% | $6,710-71.5% |
| Admin fee / account holder | $191 | $8,906-97.9% | $6,412-97.0% | $11,403-98.3% |