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 | $32,855 | $214,378-84.7% | $200,582-83.6% | $142,382-76.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 20.84% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,516 | $6,841-63.2% | $6,419-60.8% | $4,299-41.5% |
| Participant deferral / active EE | $3,340 | $9,865-66.1% | $9,331-64.2% | $6,507-48.7% |
| Admin fee / account holder | $77 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |