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 | $35,046 | $117,983-70.3% | $101,794-65.6% | $142,382-75.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 21.58% | 36.92%-15.3pp | 30.53%-8.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,661 | $2,773-40.1% | $2,289-27.4% | $4,299-61.4% |
| Participant deferral / active EE | $7,910 | $4,714+67.8% | $4,084+93.7% | $6,507+21.6% |
| Admin fee / account holder | $238 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |