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 | $29,174 | $179,726-83.8% | $156,263-81.3% | $142,382-79.5% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 13.91% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,417 | $5,069-72.0% | $4,333-67.3% | $4,299-67.0% |
| Participant deferral / active EE | $3,260 | $6,956-53.1% | $6,158-47.1% | $6,507-49.9% |
| Admin fee / account holder | $249 | $17,272-98.6% | $14,255-98.3% | $12,624-98.0% |