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 | $21,496 | $104,974-79.5% | $95,585-77.5% | $142,382-84.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 20.41% | 210.33%-189.9pp | 38.56%-18.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $520 | $2,779-81.3% | $2,527-79.4% | $4,299-87.9% |
| Participant deferral / active EE | $668 | $4,352-84.6% | $4,023-83.4% | $6,507-89.7% |
| Admin fee / account holder | $162 | $6,386-97.5% | $6,127-97.4% | $12,624-98.7% |