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 | $30,898 | $57,016-45.8% | $84,966-63.6% | $80,856-61.8% |
| Participation rate | 48.0% | 56.3%-8.3pp | 67.5%-19.5pp | 67.6%-19.6pp |
| Annual return | 18.55% | 21.66%-3.1pp | 66.38%-47.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,359 | $1,798-24.4% | $2,727-50.2% | $2,755-50.7% |
| Participant deferral / active EE | $3,076 | $3,110-1.1% | $4,519-31.9% | $4,296-28.4% |
| Admin fee / account holder | $2 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |