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 6-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 | $31,323 | $172,111-81.8% | $150,298-79.2% | $137,256-77.2% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 17.59% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,083 | $4,636-76.6% | $4,154-73.9% | $4,156-73.9% |
| Participant deferral / active EE | $2,263 | $6,166-63.3% | $5,453-58.5% | $6,407-64.7% |
| Admin fee / account holder | $113 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |