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 | $48,290 | $163,101-70.4% | $136,749-64.7% | $142,382-66.1% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 12.07% | 27.54%-15.5pp | 24.33%-12.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $898 | $4,117-78.2% | $3,400-73.6% | $4,299-79.1% |
| Participant deferral / active EE | $2,246 | $5,585-59.8% | $4,692-52.1% | $6,507-65.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |