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 | $26,159 | $148,534-82.4% | $135,903-80.8% | $139,434-81.2% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 33.79% | 79.19%-45.4pp | 68.23%-34.4pp | 372.94%-339.2pp |
| Employer contribution / active EE | $1,768 | $5,243-66.3% | $4,856-63.6% | $4,751-62.8% |
| Participant deferral / active EE | $3,916 | $8,100-51.6% | $7,758-49.5% | $6,710-41.6% |
| Admin fee / account holder | $27 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |