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 4-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 | $68,747 | $91,538-24.9% | $129,995-47.1% | $75,163-8.5% |
| Participation rate | 35.1% | 71.4%-36.4pp | 78.5%-43.4pp | 67.2%-32.1pp |
| Annual return | 22.80% | -631.11%+653.9pp | -137.18%+160.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $893 | $2,845-68.6% | $4,320-79.3% | $2,670-66.5% |
| Participant deferral / active EE | $2,336 | $4,341-46.2% | $5,820-59.9% | $4,125-43.4% |
| Admin fee / account holder | $95 | $6,790-98.6% | $10,614-99.1% | $5,651-98.3% |