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 | $33,342 | $104,974-68.2% | $95,585-65.1% | $142,382-76.6% |
| Participation rate | 53.8% | 75.0%-21.1pp | 72.1%-18.2pp | 80.1%-26.3pp |
| Annual return | 21.69% | 210.33%-188.6pp | 38.56%-16.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,637 | $2,779-41.1% | $2,527-35.2% | $4,299-61.9% |
| Participant deferral / active EE | $4,578 | $4,352+5.2% | $4,023+13.8% | $6,507-29.6% |
| Admin fee / account holder | $160 | $6,386-97.5% | $6,127-97.4% | $12,624-98.7% |