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 | $17,449 | $106,515-83.6% | $96,683-82.0% | $139,434-87.5% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 31.42% | 38.43%-7.0pp | 35.69%-4.3pp | 372.94%-341.5pp |
| Employer contribution / active EE | $1,275 | $4,103-68.9% | $3,737-65.9% | $4,751-73.2% |
| Participant deferral / active EE | $3,469 | $5,454-36.4% | $4,878-28.9% | $6,710-48.3% |
| Admin fee / account holder | $234 | $7,877-97.0% | $6,730-96.5% | $11,403-97.9% |