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 | $32,435 | $77,899-58.4% | $149,673-78.3% | $75,163-56.8% |
| Participation rate | 47.2% | 65.6%-18.4pp | 78.8%-31.5pp | 67.2%-20.0pp |
| Annual return | 15.52% | 31.72%-16.2pp | 134.42%-118.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,142 | $3,137-63.6% | $4,818-76.3% | $2,670-57.2% |
| Participant deferral / active EE | $1,401 | $3,411-58.9% | $5,680-75.3% | $4,125-66.0% |
| Admin fee / account holder | $188 | $5,956-96.8% | $13,210-98.6% | $5,651-96.7% |