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 | $23,536 | $183,519-87.2% | $155,509-84.9% | $145,922-83.9% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.4pp | 80.3%-36.5pp |
| Annual return | 14.77% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,352 | $5,313-74.6% | $4,672-71.1% | $4,660-71.0% |
| Participant deferral / active EE | $2,444 | $6,462-62.2% | $5,626-56.6% | $6,688-63.5% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |