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 6-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 | $33,469 | $176,812-81.1% | $146,665-77.2% | $167,490-80.0% |
| Participation rate | 40.0% | 83.6%-43.6pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 18.59% | 24.03%-5.4pp | 22.74%-4.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,077 | $5,160-79.1% | $4,136-74.0% | $4,837-77.7% |
| Participant deferral / active EE | $4,363 | $6,440-32.3% | $5,506-20.8% | $6,341-31.2% |
| Admin fee / account holder | $20 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |