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 | $43,161 | $100,773-57.2% | $88,946-51.5% | $142,382-69.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 19.90% | 70.18%-50.3pp | 57.82%-37.9pp | 217.08%-197.2pp |
| Employer contribution / active EE | $647 | $2,918-77.8% | $2,555-74.7% | $4,299-85.0% |
| Participant deferral / active EE | $5,683 | $5,230+8.6% | $4,581+24.0% | $6,507-12.7% |
| Admin fee / account holder | $67 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |