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 | $32,491 | $111,754-70.9% | $103,333-68.6% | $145,922-77.7% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 15.29% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,343 | $4,212-68.1% | $3,868-65.3% | $4,660-71.2% |
| Participant deferral / active EE | $3,125 | $5,619-44.4% | $5,057-38.2% | $6,688-53.3% |
| Admin fee / account holder | $170 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |