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 6-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 | $76,850 | $95,971-19.9% | $74,550+3.1% | $135,375-43.2% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | 4.81% | 56.96%-52.2pp | 32.53%-27.7pp | 519.73%-514.9pp |
| Employer contribution / active EE | $1,339 | $2,716-50.7% | $1,961-31.7% | $4,779-72.0% |
| Participant deferral / active EE | $1,975 | $3,843-48.6% | $3,108-36.5% | $5,609-64.8% |
| Admin fee / account holder | $113 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |