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 | $33,492 | $110,257-69.6% | $96,544-65.3% | $139,434-76.0% |
| Participation rate | 21.1% | 78.1%-57.0pp | 76.0%-54.9pp | 80.3%-59.3pp |
| Annual return | 31.65% | 26.32%+5.3pp | 25.84%+5.8pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,628 | $3,620-55.0% | $2,965-45.1% | $4,751-65.7% |
| Participant deferral / active EE | $2,457 | $5,548-55.7% | $4,851-49.3% | $6,710-63.4% |
| Admin fee / account holder | $191 | $11,591-98.4% | $8,252-97.7% | $11,403-98.3% |