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 | $24,936 | $73,933-66.3% | $96,683-74.2% | $75,163-66.8% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 22.88% | 26.70%-3.8pp | 35.69%-12.8pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,571 | $2,928-46.4% | $3,737-58.0% | $2,670-41.2% |
| Participant deferral / active EE | $2,862 | $3,659-21.8% | $4,878-41.3% | $4,125-30.6% |
| Admin fee / account holder | $251 | $5,216-95.2% | $6,730-96.3% | $5,651-95.6% |