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 | $24,014 | $117,983-79.6% | $101,794-76.4% | $142,382-83.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 289.91% | 36.92%+253.0pp | 30.53%+259.4pp | 217.08%+72.8pp |
| Employer contribution / active EE | $2,116 | $2,773-23.7% | $2,289-7.5% | $4,299-50.8% |
| Participant deferral / active EE | $2,584 | $4,714-45.2% | $4,084-36.7% | $6,507-60.3% |
| Admin fee / account holder | $182 | $10,433-98.3% | $8,777-97.9% | $12,624-98.6% |