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 3-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 | $22,199 | $172,111-87.1% | $150,298-85.2% | $137,256-83.8% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 18.09% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,384 | $4,636-70.2% | $4,154-66.7% | $4,156-66.7% |
| Participant deferral / active EE | $2,880 | $6,166-53.3% | $5,453-47.2% | $6,407-55.0% |
| Admin fee / account holder | $21 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |