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 6-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 | $46,423 | $106,515-56.4% | $96,683-52.0% | $139,434-66.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 17.83% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,182 | $4,103-71.2% | $3,737-68.4% | $4,751-75.1% |
| Participant deferral / active EE | $3,815 | $5,454-30.1% | $4,878-21.8% | $6,710-43.2% |
| Admin fee / account holder | $127 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |