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 | $23,585 | $175,202-86.5% | $149,673-84.2% | $139,434-83.1% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 35.26% | 166.71%-131.4pp | 134.42%-99.2pp | 372.94%-337.7pp |
| Employer contribution / active EE | $2,483 | $5,474-54.6% | $4,818-48.5% | $4,751-47.7% |
| Participant deferral / active EE | $4,814 | $6,519-26.1% | $5,680-15.2% | $6,710-28.3% |
| Admin fee / account holder | $168 | $16,150-99.0% | $13,210-98.7% | $11,403-98.5% |