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 | $37,367 | $114,381-67.3% | $107,525-65.2% | $142,382-73.8% |
| Participation rate | 46.2% | 78.1%-32.0pp | 75.1%-28.9pp | 80.1%-34.0pp |
| Annual return | 44.01% | 242.71%-198.7pp | 181.32%-137.3pp | 217.08%-173.1pp |
| Employer contribution / active EE | $1,801 | $4,015-55.1% | $3,754-52.0% | $4,299-58.1% |
| Participant deferral / active EE | $3,195 | $5,564-42.6% | $5,116-37.5% | $6,507-50.9% |
| Admin fee / account holder | $136 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |