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 | $55,141 | $101,618-45.7% | $93,063-40.7% | $137,256-59.8% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 19.36% | 223.95%-204.6pp | 34.15%-14.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,053 | $2,707-61.1% | $2,476-57.5% | $4,156-74.7% |
| Participant deferral / active EE | $2,431 | $4,279-43.2% | $3,958-38.6% | $6,407-62.1% |
| Admin fee / account holder | $48 | $6,198-99.2% | $6,033-99.2% | $12,270-99.6% |