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 | $25,870 | $107,452-75.9% | $91,541-71.7% | $142,382-81.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.8%-6.1pp | 80.1%-16.5pp |
| Annual return | 30.00% | 22.06%+7.9pp | 20.50%+9.5pp | 217.08%-187.1pp |
| Employer contribution / active EE | $2,264 | $2,994-24.4% | $2,505-9.6% | $4,299-47.3% |
| Participant deferral / active EE | $5,092 | $4,754+7.1% | $4,008+27.0% | $6,507-21.8% |
| Admin fee / account holder | $251 | $8,834-97.2% | $6,956-96.4% | $12,624-98.0% |