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 | $94,338-61.0% | $100,534-63.4% | $142,382-74.1% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 22.10% | 29.20%-7.1pp | 32.66%-10.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,616 | $4,237-61.9% | $4,346-62.8% | $4,299-62.4% |
| Participant deferral / active EE | $6,770 | $5,934+14.1% | $6,144+10.2% | $6,507+4.0% |
| Admin fee / account holder | $131 | $8,421-98.4% | $7,654-98.3% | $12,624-99.0% |