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 | $38,576 | $177,572-78.3% | $154,803-75.1% | $142,382-72.9% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 18.62% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,389 | $4,810-71.1% | $4,305-67.7% | $4,299-67.7% |
| Participant deferral / active EE | $2,843 | $6,272-54.7% | $5,540-48.7% | $6,507-56.3% |
| Admin fee / account holder | $262 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |