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 6-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 | $33,716 | $114,381-70.5% | $107,525-68.6% | $142,382-76.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 18.34% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,111 | $4,015-72.3% | $3,754-70.4% | $4,299-74.2% |
| Participant deferral / active EE | $2,737 | $5,564-50.8% | $5,116-46.5% | $6,507-57.9% |
| Admin fee / account holder | $174 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |