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 | $21,728 | $106,515-79.6% | $96,683-77.5% | $139,434-84.4% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 26.11% | 38.43%-12.3pp | 35.69%-9.6pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,339 | $4,103-67.4% | $3,737-64.2% | $4,751-71.8% |
| Participant deferral / active EE | $1,974 | $5,454-63.8% | $4,878-59.5% | $6,710-70.6% |
| Admin fee / account holder | $194 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |