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 | $36,050 | $172,111-79.1% | $150,298-76.0% | $137,256-73.7% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 21.17% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,210 | $4,636-73.9% | $4,154-70.9% | $4,156-70.9% |
| Participant deferral / active EE | $4,725 | $6,166-23.4% | $5,453-13.4% | $6,407-26.3% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |