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 | $18,525 | $74,888-75.3% | $71,209-74.0% | $142,382-87.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 24.07% | 345.14%-321.1pp | 282.51%-258.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,347 | $2,854-52.8% | $2,721-50.5% | $4,299-68.7% |
| Participant deferral / active EE | $2,005 | $4,454-55.0% | $4,175-52.0% | $6,507-69.2% |
| Admin fee / account holder | $97 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |