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 | $19,970 | $56,053-64.4% | $75,972-73.7% | $80,856-75.3% |
| Participation rate | 47.7% | 62.0%-14.3pp | 69.1%-21.3pp | 67.6%-19.9pp |
| Annual return | 12.60% | 20.53%-7.9pp | 359.55%-346.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,037 | $1,874-44.6% | $2,685-61.4% | $2,755-62.3% |
| Participant deferral / active EE | $2,178 | $3,052-28.6% | $4,255-48.8% | $4,296-49.3% |
| Admin fee / account holder | $257 | $5,234-95.1% | $6,467-96.0% | $6,918-96.3% |