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 | $26,244 | $79,944-67.2% | $98,439-73.3% | $75,163-65.1% |
| Participation rate | 4.2% | 70.4%-66.1pp | 75.2%-70.9pp | 67.2%-63.0pp |
| Annual return | 28.62% | 19.75%+8.9pp | 21.16%+7.5pp | 160.62%-132.0pp |
| Employer contribution / active EE | $904 | $2,264-60.0% | $3,048-70.3% | $2,670-66.1% |
| Participant deferral / active EE | $1,809 | $3,752-51.8% | $4,738-61.8% | $4,125-56.1% |
| Admin fee / account holder | $236 | $6,840-96.6% | $8,948-97.4% | $5,651-95.8% |