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 | $54,777 | $62,586-12.5% | $76,768-28.6% | $64,186-14.7% |
| Participation rate | 30.0% | 72.8%-42.8pp | 77.0%-47.0pp | 69.6%-39.6pp |
| Annual return | 45.25% | -1.95%+47.2pp | 2.43%+42.8pp | 7.63%+37.6pp |
| Employer contribution / active EE | $1,152 | $1,832-37.1% | $2,485-53.6% | $2,381-51.6% |
| Participant deferral / active EE | $1,999 | $3,145-36.4% | $3,852-48.1% | $3,470-42.4% |
| Admin fee / account holder | $31 | $4,667-99.3% | $6,675-99.5% | $4,888-99.4% |