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 | $41,671 | $133,922-68.9% | $116,228-64.1% | $142,382-70.7% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.6%-37.1pp | 80.1%-42.6pp |
| Annual return | 29.57% | 147.76%-118.2pp | 90.06%-60.5pp | 217.08%-187.5pp |
| Employer contribution / active EE | $3,514 | $3,446+2.0% | $2,994+17.3% | $4,299-18.3% |
| Participant deferral / active EE | $3,514 | $5,672-38.1% | $4,953-29.1% | $6,507-46.0% |
| Admin fee / account holder | $228 | $14,945-98.5% | $11,989-98.1% | $12,624-98.2% |