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 | $25,044 | $111,754-77.6% | $103,333-75.8% | $145,922-82.8% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 18.17% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,437 | $4,212-65.9% | $3,868-62.8% | $4,660-69.2% |
| Participant deferral / active EE | $3,343 | $5,619-40.5% | $5,057-33.9% | $6,688-50.0% |
| Admin fee / account holder | $118 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |