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 | $93,979 | $73,933+27.1% | $96,683-2.8% | $75,163+25.0% |
| Participation rate | 45.2% | 66.4%-21.3pp | 74.3%-29.2pp | 67.2%-22.0pp |
| Annual return | 22.28% | 26.70%-4.4pp | 35.69%-13.4pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,221 | $2,928-58.3% | $3,737-67.3% | $2,670-54.3% |
| Participant deferral / active EE | $2,775 | $3,659-24.2% | $4,878-43.1% | $4,125-32.7% |
| Admin fee / account holder | $73 | $5,216-98.6% | $6,730-98.9% | $5,651-98.7% |