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 | $35,089 | $127,065-72.4% | $113,168-69.0% | $142,382-75.4% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 21.74% | 24.03%-2.3pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $888 | $3,442-74.2% | $2,975-70.2% | $4,299-79.4% |
| Participant deferral / active EE | $4,148 | $5,716-27.4% | $5,107-18.8% | $6,507-36.3% |
| Admin fee / account holder | $42 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |