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 | $21,564 | $175,202-87.7% | $149,673-85.6% | $139,434-84.5% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 44.80% | 166.71%-121.9pp | 134.42%-89.6pp | 372.94%-328.1pp |
| Employer contribution / active EE | $1,364 | $5,474-75.1% | $4,818-71.7% | $4,751-71.3% |
| Participant deferral / active EE | $4,696 | $6,519-28.0% | $5,680-17.3% | $6,710-30.0% |
| Admin fee / account holder | $52 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |