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 | $16,696 | $172,111-90.3% | $150,298-88.9% | $137,256-87.8% |
| Participation rate | 69.6% | 81.7%-12.1pp | 77.8%-8.2pp | 80.0%-10.4pp |
| Annual return | 27.93% | 69.37%-41.4pp | 62.79%-34.9pp | 220.34%-192.4pp |
| Employer contribution / active EE | $1,820 | $4,636-60.7% | $4,154-56.2% | $4,156-56.2% |
| Participant deferral / active EE | $5,282 | $6,166-14.3% | $5,453-3.1% | $6,407-17.6% |
| Admin fee / account holder | $61 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |