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 | $30,101 | $106,515-71.7% | $96,683-68.9% | $139,434-78.4% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 18.28% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,102 | $4,103-73.1% | $3,737-70.5% | $4,751-76.8% |
| Participant deferral / active EE | $4,615 | $5,454-15.4% | $4,878-5.4% | $6,710-31.2% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |