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 3-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 | $47,636 | $111,814-57.4% | $103,374-53.9% | $145,959-67.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 14.52% | 24.77%-10.3pp | 24.89%-10.4pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,674 | $4,214-60.3% | $3,869-56.7% | $4,661-64.1% |
| Participant deferral / active EE | $4,417 | $5,618-21.4% | $5,058-12.7% | $6,689-34.0% |
| Admin fee / account holder | $65 | $9,754-99.3% | $8,394-99.2% | $13,398-99.5% |