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 | $19,141 | $106,515-82.0% | $96,683-80.2% | $139,434-86.3% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 39.77% | 38.43%+1.3pp | 35.69%+4.1pp | 372.94%-333.2pp |
| Employer contribution / active EE | $1,735 | $4,103-57.7% | $3,737-53.6% | $4,751-63.5% |
| Participant deferral / active EE | $3,516 | $5,454-35.5% | $4,878-27.9% | $6,710-47.6% |
| Admin fee / account holder | $50 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |