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 | $28,854 | $87,166-66.9% | $76,735-62.4% | $137,256-79.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 20.47% | 26.50%-6.0pp | 29.77%-9.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,433 | $2,904-50.7% | $2,454-41.6% | $4,156-65.5% |
| Participant deferral / active EE | $9,731 | $4,726+105.9% | $4,088+138.1% | $6,407+51.9% |
| Admin fee / account holder | $76 | $8,403-99.1% | $7,189-98.9% | $12,270-99.4% |