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 | $124,425-71.8% | $112,040-68.7% | $137,256-74.4% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 21.74% | 24.72%-3.0pp | 24.52%-2.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $888 | $3,411-74.0% | $2,954-70.0% | $4,156-78.6% |
| Participant deferral / active EE | $4,148 | $5,718-27.5% | $5,098-18.6% | $6,407-35.3% |
| Admin fee / account holder | $42 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |