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 6-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 | $36,245 | $106,749-66.0% | $145,433-75.1% | $82,448-56.0% |
| Participation rate | 52.6% | 75.6%-23.0pp | 82.1%-29.5pp | 68.1%-15.4pp |
| Annual return | 19.67% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $2,246 | $3,444-34.8% | $4,554-50.7% | $2,551-11.9% |
| Participant deferral / active EE | $3,404 | $6,519-47.8% | $7,897-56.9% | $4,139-17.8% |
| Admin fee / account holder | $17 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |