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 | $35,825 | $114,381-68.7% | $107,525-66.7% | $142,382-74.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 21.85% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,637 | $4,015-59.2% | $3,754-56.4% | $4,299-61.9% |
| Participant deferral / active EE | $2,456 | $5,564-55.9% | $5,116-52.0% | $6,507-62.3% |
| Admin fee / account holder | $213 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |