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 | $38,963 | $159,602-75.6% | $150,045-74.0% | $142,382-72.6% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 20.00% | 70.24%-50.2pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,017 | $4,961-79.5% | $4,693-78.3% | $4,299-76.3% |
| Participant deferral / active EE | $6,028 | $8,310-27.5% | $7,997-24.6% | $6,507-7.4% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |