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 | $43,872 | $117,983-62.8% | $101,794-56.9% | $142,382-69.2% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.2%-27.5pp | 80.1%-38.5pp |
| Annual return | 12.76% | 36.92%-24.2pp | 30.53%-17.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,054 | $2,773-62.0% | $2,289-54.0% | $4,299-75.5% |
| Participant deferral / active EE | $5,474 | $4,714+16.1% | $4,084+34.0% | $6,507-15.9% |
| Admin fee / account holder | $271 | $10,433-97.4% | $8,777-96.9% | $12,624-97.9% |