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 | $21,700 | $140,940-84.6% | $112,229-80.7% | $139,434-84.4% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 27.93% | 32.71%-4.8pp | 30.20%-2.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $964 | $4,283-77.5% | $3,430-71.9% | $4,751-79.7% |
| Participant deferral / active EE | $2,411 | $5,874-59.0% | $4,798-49.8% | $6,710-64.1% |
| Admin fee / account holder | $60 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |