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 | $41,791 | $177,572-76.5% | $154,803-73.0% | $142,382-70.6% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 21.10% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,158 | $4,810-75.9% | $4,305-73.1% | $4,299-73.1% |
| Participant deferral / active EE | $3,365 | $6,272-46.3% | $5,540-39.3% | $6,507-48.3% |
| Admin fee / account holder | $84 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |