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 | $21,973 | $111,535-80.3% | $105,223-79.1% | $137,256-84.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 23.63% | 237.85%-214.2pp | 180.65%-157.0pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,827 | $3,939-53.6% | $3,689-50.5% | $4,156-56.1% |
| Participant deferral / active EE | $4,561 | $5,500-17.1% | $5,072-10.1% | $6,407-28.8% |
| Admin fee / account holder | $127 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |