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 | $31,509 | $108,919-71.1% | $100,391-68.6% | $145,922-78.4% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 13.12% | 57.88%-44.8pp | 49.20%-36.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,072 | $4,419-30.5% | $3,942-22.1% | $4,660-34.1% |
| Participant deferral / active EE | $4,433 | $8,445-47.5% | $8,082-45.1% | $6,688-33.7% |
| Admin fee / account holder | $51 | $9,689-99.5% | $7,899-99.4% | $13,397-99.6% |