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 | $36,819 | $92,798-60.3% | $96,707-61.9% | $137,256-73.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 80.4%-13.7pp | 80.0%-13.3pp |
| Annual return | 22.10% | 31.24%-9.1pp | 34.78%-12.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,616 | $4,147-61.0% | $4,191-61.4% | $4,156-61.1% |
| Participant deferral / active EE | $6,770 | $5,877+15.2% | $5,997+12.9% | $6,407+5.7% |
| Admin fee / account holder | $131 | $7,946-98.4% | $7,503-98.3% | $12,270-98.9% |