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 | $47,088 | $111,754-57.9% | $103,333-54.4% | $145,922-67.7% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 13.62% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,254 | $4,212-70.2% | $3,868-67.6% | $4,660-73.1% |
| Participant deferral / active EE | $2,254 | $5,619-59.9% | $5,057-55.4% | $6,688-66.3% |
| Admin fee / account holder | $259 | $9,750-97.3% | $8,355-96.9% | $13,397-98.1% |