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 | $43,395 | $159,901-72.9% | $146,958-70.5% | $145,922-70.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.36% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,175 | $5,286-39.9% | $4,933-35.6% | $4,660-31.9% |
| Participant deferral / active EE | $9,837 | $8,428+16.7% | $8,070+21.9% | $6,688+47.1% |
| Admin fee / account holder | $8 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |