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 | $12,421 | $80,717-84.6% | $154,803-92.0% | $84,808-85.4% |
| Participation rate | 45.0% | 66.8%-21.8pp | 78.1%-33.1pp | 68.3%-23.3pp |
| Annual return | 91.87% | 37.96%+53.9pp | 58.88%+33.0pp | 40.90%+51.0pp |
| Employer contribution / active EE | $1,336 | $2,761-51.6% | $4,305-69.0% | $2,631-49.2% |
| Participant deferral / active EE | $1,639 | $3,303-50.4% | $5,540-70.4% | $4,212-61.1% |
| Admin fee / account holder | $273 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |