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 | $27,571 | $114,047-75.8% | $96,139-71.3% | $167,490-83.5% |
| Participation rate | 47.1% | 75.1%-28.0pp | 68.4%-21.4pp | 82.1%-35.0pp |
| Annual return | 21.80% | 189.88%-168.1pp | 191.94%-170.1pp | 478.56%-456.8pp |
| Employer contribution / active EE | $1,382 | $3,427-59.7% | $2,797-50.6% | $4,837-71.4% |
| Participant deferral / active EE | $5,252 | $5,194+1.1% | $4,349+20.8% | $6,341-17.2% |
| Admin fee / account holder | $169 | $6,897-97.6% | $5,537-96.9% | $12,309-98.6% |