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 | $45,630 | $110,257-58.6% | $96,544-52.7% | $139,434-67.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 21.81% | 26.32%-4.5pp | 25.84%-4.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,551 | $3,620-57.2% | $2,965-47.7% | $4,751-67.4% |
| Participant deferral / active EE | $5,039 | $5,548-9.2% | $4,851+3.9% | $6,710-24.9% |
| Admin fee / account holder | $75 | $11,591-99.3% | $8,252-99.1% | $11,403-99.3% |