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 | $36,012 | $111,754-67.8% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 10.80% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,437 | $4,212-65.9% | $3,868-62.9% | $4,660-69.2% |
| Participant deferral / active EE | $2,463 | $5,619-56.2% | $5,057-51.3% | $6,688-63.2% |
| Admin fee / account holder | $222 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |