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 | $53,831 | $74,888-28.1% | $71,209-24.4% | $142,382-62.2% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 22.41% | 345.14%-322.7pp | 282.51%-260.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,301 | $2,854-54.4% | $2,721-52.2% | $4,299-69.7% |
| Participant deferral / active EE | $6,607 | $4,454+48.3% | $4,175+58.2% | $6,507+1.5% |
| Admin fee / account holder | $257 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |