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 | $10,193 | $110,261-90.8% | $95,745-89.4% | $139,434-92.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 30.92% | 27.11%+3.8pp | 28.35%+2.6pp | 372.94%-342.0pp |
| Employer contribution / active EE | $599 | $3,257-81.6% | $2,835-78.9% | $4,751-87.4% |
| Participant deferral / active EE | $2,124 | $4,676-54.6% | $4,245-50.0% | $6,710-68.3% |
| Admin fee / account holder | $194 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |