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 | $20,368 | $96,635-78.9% | $86,612-76.5% | $139,434-85.4% |
| Participation rate | 38.5% | 74.4%-35.9pp | 71.7%-33.2pp | 80.3%-41.9pp |
| Annual return | 25.27% | 106.41%-81.1pp | 591.07%-565.8pp | 372.94%-347.7pp |
| Employer contribution / active EE | $454 | $3,263-86.1% | $3,022-85.0% | $4,751-90.4% |
| Participant deferral / active EE | $3,124 | $4,836-35.4% | $4,438-29.6% | $6,710-53.4% |
| Admin fee / account holder | $141 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |