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 | $29,290 | $110,261-73.4% | $95,745-69.4% | $139,434-79.0% |
| Participation rate | 33.3% | 75.8%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 35.70% | 27.11%+8.6pp | 28.35%+7.3pp | 372.94%-337.2pp |
| Employer contribution / active EE | $876 | $3,257-73.1% | $2,835-69.1% | $4,751-81.6% |
| Participant deferral / active EE | $4,378 | $4,676-6.4% | $4,245+3.1% | $6,710-34.8% |
| Admin fee / account holder | $90 | $6,613-98.6% | $5,678-98.4% | $11,403-99.2% |