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 | $60,251 | $97,125-38.0% | $86,233-30.1% | $137,256-56.1% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.0%-49.0pp | 80.0%-60.0pp |
| Annual return | 24.27% | 74.19%-49.9pp | 61.39%-37.1pp | 220.34%-196.1pp |
| Employer contribution / active EE | $988 | $2,841-65.2% | $2,504-60.5% | $4,156-76.2% |
| Participant deferral / active EE | $1,807 | $5,180-65.1% | $4,559-60.4% | $6,407-71.8% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |