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 | $11,663 | $57,016-79.5% | $84,966-86.3% | $80,856-85.6% |
| Participation rate | 48.5% | 56.3%-7.8pp | 67.5%-19.0pp | 67.6%-19.1pp |
| Annual return | 13.04% | 21.66%-8.6pp | 66.38%-53.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,337 | $1,798-25.6% | $2,727-51.0% | $2,755-51.5% |
| Participant deferral / active EE | $2,825 | $3,110-9.1% | $4,519-37.5% | $4,296-34.2% |
| Admin fee / account holder | $279 | $4,980-94.4% | $6,149-95.5% | $6,918-96.0% |