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 3-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 | $34,841 | $159,602-78.2% | $150,045-76.8% | $142,382-75.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 25.40% | 70.24%-44.8pp | 62.55%-37.2pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,038 | $4,961-79.1% | $4,693-77.9% | $4,299-75.9% |
| Participant deferral / active EE | $3,956 | $8,310-52.4% | $7,997-50.5% | $6,507-39.2% |
| Admin fee / account holder | $55 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |