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 | $31,269 | $111,724-72.0% | $93,606-66.6% | $145,922-78.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 18.47% | 202.98%-184.5pp | 133.20%-114.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,006 | $3,090-67.4% | $2,420-58.4% | $4,660-78.4% |
| Participant deferral / active EE | $5,428 | $4,912+10.5% | $4,411+23.0% | $6,688-18.8% |
| Admin fee / account holder | $119 | $10,250-98.8% | $8,285-98.6% | $13,397-99.1% |