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 | $22,831 | $71,050-67.9% | $93,606-75.6% | $80,856-71.8% |
| Participation rate | 22.2% | 60.4%-38.2pp | 68.7%-46.5pp | 67.6%-45.4pp |
| Annual return | 14.02% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $558 | $1,564-64.3% | $2,420-77.0% | $2,755-79.8% |
| Participant deferral / active EE | $1,621 | $4,034-59.8% | $4,411-63.3% | $4,296-62.3% |
| Admin fee / account holder | $118 | $6,945-98.3% | $8,285-98.6% | $6,918-98.3% |