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 | $14,823 | $104,974-85.9% | $95,585-84.5% | $142,382-89.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 24.69% | 210.33%-185.6pp | 38.56%-13.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,547 | $2,779-44.3% | $2,527-38.8% | $4,299-64.0% |
| Participant deferral / active EE | $2,812 | $4,352-35.4% | $4,023-30.1% | $6,507-56.8% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |