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 | $35,025 | $117,983-70.3% | $101,794-65.6% | $142,382-75.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 19.78% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,142 | $2,773-58.8% | $2,289-50.1% | $4,299-73.4% |
| Participant deferral / active EE | $1,904 | $4,714-59.6% | $4,084-53.4% | $6,507-70.7% |
| Admin fee / account holder | $70 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |