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 3-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 | $37,614 | $114,381-67.1% | $107,525-65.0% | $142,382-73.6% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.1%-36.2pp | 80.1%-41.2pp |
| Annual return | 18.53% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,030 | $4,015-74.3% | $3,754-72.6% | $4,299-76.0% |
| Participant deferral / active EE | $2,535 | $5,564-54.4% | $5,116-50.4% | $6,507-61.0% |
| Admin fee / account holder | $204 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |