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 | $12,524 | $106,515-88.2% | $96,683-87.0% | $139,434-91.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 51.93% | 38.43%+13.5pp | 35.69%+16.2pp | 372.94%-321.0pp |
| Employer contribution / active EE | $1,658 | $4,103-59.6% | $3,737-55.6% | $4,751-65.1% |
| Participant deferral / active EE | $3,166 | $5,454-42.0% | $4,878-35.1% | $6,710-52.8% |
| Admin fee / account holder | $45 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |