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 | $30,215 | $114,381-73.6% | $107,525-71.9% | $142,382-78.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 17.31% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $834 | $4,015-79.2% | $3,754-77.8% | $4,299-80.6% |
| Participant deferral / active EE | $4,466 | $5,564-19.7% | $5,116-12.7% | $6,507-31.4% |
| Admin fee / account holder | $147 | $9,860-98.5% | $8,919-98.4% | $12,624-98.8% |