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 | $43,184 | $105,126-58.9% | $94,646-54.4% | $139,434-69.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 229.08% | 38.03%+191.1pp | 156.71%+72.4pp | 372.94%-143.9pp |
| Employer contribution / active EE | $1,969 | $4,106-52.0% | $3,672-46.4% | $4,751-58.5% |
| Participant deferral / active EE | $6,872 | $7,599-9.6% | $7,418-7.4% | $6,710+2.4% |
| Admin fee / account holder | $155 | $8,984-98.3% | $7,231-97.9% | $11,403-98.6% |