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 | $25,153 | $106,515-76.4% | $96,683-74.0% | $139,434-82.0% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.3%-32.2pp | 80.3%-38.2pp |
| Annual return | 24.30% | 38.43%-14.1pp | 35.69%-11.4pp | 372.94%-348.6pp |
| Employer contribution / active EE | $932 | $4,103-77.3% | $3,737-75.1% | $4,751-80.4% |
| Participant deferral / active EE | $4,324 | $5,454-20.7% | $4,878-11.4% | $6,710-35.6% |
| Admin fee / account holder | $281 | $7,877-96.4% | $6,730-95.8% | $11,403-97.5% |