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 | $34,208 | $95,561-64.2% | $77,163-55.7% | $139,434-75.5% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 17.05% | 54.92%-37.9pp | 37.87%-20.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,121 | $3,147+30.9% | $2,535+62.6% | $4,751-13.3% |
| Participant deferral / active EE | $5,151 | $4,624+11.4% | $3,833+34.4% | $6,710-23.2% |
| Admin fee / account holder | $217 | $8,295-97.4% | $5,472-96.0% | $11,403-98.1% |