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 | $13,693 | $48,230-71.6% | $67,502-79.7% | $80,856-83.1% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.6%-37.6pp |
| Annual return | 15.58% | 18.28%-2.7pp | 3512.12%-3496.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,117 | $2,020-44.7% | $2,731-59.1% | $2,755-59.5% |
| Participant deferral / active EE | $1,232 | $2,924-57.9% | $4,000-69.2% | $4,296-71.3% |
| Admin fee / account holder | $115 | $3,681-96.9% | $3,998-97.1% | $6,918-98.3% |