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 | $30,640 | $159,934-80.8% | $147,005-79.2% | $145,959-79.0% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 18.36% | 98.24%-79.9pp | 418.76%-400.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $1,468 | $5,287-72.2% | $4,934-70.2% | $4,661-68.5% |
| Participant deferral / active EE | $4,103 | $8,427-51.3% | $8,070-49.2% | $6,689-38.7% |
| Admin fee / account holder | $254 | $15,053-98.3% | $13,006-98.0% | $13,398-98.1% |