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 | $11,407 | $72,071-84.2% | $68,368-83.3% | $137,256-91.7% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 20.50% | 353.14%-332.6pp | 292.57%-272.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,916 | $2,788-31.3% | $2,649-27.7% | $4,156-53.9% |
| Participant deferral / active EE | $3,119 | $4,410-29.3% | $4,123-24.3% | $6,407-51.3% |
| Admin fee / account holder | $165 | $5,336-96.9% | $5,150-96.8% | $12,270-98.7% |