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 8-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 | $30,515 | $115,770-73.6% | $101,248-69.9% | $158,922-80.8% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 21.73% | 56.14%-34.4pp | 46.47%-24.7pp | 302.83%-281.1pp |
| Employer contribution / active EE | $1,542 | $4,175-63.1% | $3,660-57.9% | $4,761-67.6% |
| Participant deferral / active EE | $4,048 | $4,957-18.3% | $4,370-7.4% | $5,982-32.3% |
| Admin fee / account holder | $106 | $7,245-98.5% | $5,945-98.2% | $11,246-99.1% |