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 | $104,974-47.5% | $95,585-42.3% | $142,382-61.3% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 19.36% | 210.33%-191.0pp | 38.56%-19.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,053 | $2,779-62.1% | $2,527-58.3% | $4,299-75.5% |
| Participant deferral / active EE | $2,431 | $4,352-44.1% | $4,023-39.6% | $6,507-62.6% |
| Admin fee / account holder | $48 | $6,386-99.2% | $6,127-99.2% | $12,624-99.6% |