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 | $11,942 | $100,773-88.1% | $88,946-86.6% | $142,382-91.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 23.17% | 70.18%-47.0pp | 57.82%-34.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,065 | $2,918-63.5% | $2,555-58.3% | $4,299-75.2% |
| Participant deferral / active EE | $1,597 | $5,230-69.5% | $4,581-65.1% | $6,507-75.5% |
| Admin fee / account holder | $17 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |