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 | $29,489 | $100,773-70.7% | $88,946-66.8% | $142,382-79.3% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 18.06% | 70.18%-52.1pp | 57.82%-39.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,403 | $2,918-51.9% | $2,555-45.1% | $4,299-67.4% |
| Participant deferral / active EE | $6,131 | $5,230+17.2% | $4,581+33.8% | $6,507-5.8% |
| Admin fee / account holder | $19 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |