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 | $62,076 | $106,749-41.8% | $145,433-57.3% | $82,448-24.7% |
| Participation rate | 28.0% | 75.6%-47.6pp | 82.1%-54.1pp | 68.1%-40.1pp |
| Annual return | 23.50% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.1pp |
| Employer contribution / active EE | $903 | $3,444-73.8% | $4,554-80.2% | $2,551-64.6% |
| Participant deferral / active EE | $3,216 | $6,519-50.7% | $7,897-59.3% | $4,139-22.3% |
| Admin fee / account holder | $17 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |