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 | $7,693 | $100,773-92.4% | $88,946-91.4% | $142,382-94.6% |
| Participation rate | 41.2% | 74.3%-33.1pp | 68.8%-27.7pp | 80.1%-38.9pp |
| Annual return | 18.11% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $517 | $2,918-82.3% | $2,555-79.8% | $4,299-88.0% |
| Participant deferral / active EE | $1,762 | $5,230-66.3% | $4,581-61.5% | $6,507-72.9% |
| Admin fee / account holder | $245 | $9,693-97.5% | $8,261-97.0% | $12,624-98.1% |