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 | $33,532 | $67,606-50.4% | $82,313-59.3% | $70,131-52.2% |
| Participation rate | 35.6% | 72.8%-37.2pp | 76.9%-41.3pp | 69.5%-34.0pp |
| Annual return | 16.06% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,237 | $1,755-29.5% | $2,428-49.1% | $2,342-47.2% |
| Participant deferral / active EE | $1,730 | $2,987-42.1% | $3,706-53.3% | $3,332-48.1% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |