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 5-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 | $60,492 | $95,266-36.5% | $82,389-26.6% | $142,382-57.5% |
| Participation rate | 30.8% | 74.5%-43.7pp | 69.5%-38.8pp | 80.1%-49.4pp |
| Annual return | 22.03% | 25.74%-3.7pp | 28.67%-6.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $849 | $2,991-71.6% | $2,517-66.3% | $4,299-80.2% |
| Participant deferral / active EE | $3,327 | $4,809-30.8% | $4,155-19.9% | $6,507-48.9% |
| Admin fee / account holder | $18 | $8,563-99.8% | $7,231-99.7% | $12,624-99.9% |