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 | $26,980 | $81,460-66.9% | $103,333-73.9% | $80,856-66.6% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.6%-2.0pp |
| Annual return | 13.97% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,481 | $3,105-52.3% | $3,868-61.7% | $2,755-46.2% |
| Participant deferral / active EE | $3,988 | $3,869+3.1% | $5,057-21.2% | $4,296-7.2% |
| Admin fee / account holder | $125 | $6,566-98.1% | $8,355-98.5% | $6,918-98.2% |