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 | $37,343 | $158,398-76.4% | $126,539-70.5% | $142,382-73.8% |
| Participation rate | 46.7% | 75.8%-29.1pp | 69.8%-23.2pp | 80.1%-33.5pp |
| Annual return | 32.07% | 593.76%-561.7pp | 425.95%-393.9pp | 217.08%-185.0pp |
| Employer contribution / active EE | $2,993 | $4,650-35.6% | $3,674-18.5% | $4,299-30.4% |
| Participant deferral / active EE | $4,861 | $4,767+2.0% | $4,083+19.1% | $6,507-25.3% |
| Admin fee / account holder | $139 | $6,918-98.0% | $6,065-97.7% | $12,624-98.9% |