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 | $45,648 | $61,774-26.1% | $97,226-53.0% | $80,856-43.5% |
| Participation rate | 18.8% | 63.5%-44.8pp | 72.7%-53.9pp | 67.6%-48.9pp |
| Annual return | 22.95% | -557.90%+580.9pp | 75.13%-52.2pp | 35.59%-12.6pp |
| Employer contribution / active EE | $1,248 | $1,837-32.1% | $2,729-54.3% | $2,755-54.7% |
| Participant deferral / active EE | $1,827 | $3,029-39.7% | $4,264-57.2% | $4,296-57.5% |
| Admin fee / account holder | $177 | $5,166-96.6% | $5,654-96.9% | $6,918-97.4% |