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 | $25,359 | $118,427-78.6% | $66,042-61.6% | $142,382-82.2% |
| Participation rate | 25.0% | 68.1%-43.1pp | 67.5%-42.5pp | 80.1%-55.1pp |
| Annual return | 16.31% | 35.57%-19.3pp | 52.11%-35.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $631 | $2,570-75.5% | $1,579-60.1% | $4,299-85.3% |
| Participant deferral / active EE | $1,083 | $4,311-74.9% | $2,835-61.8% | $6,507-83.4% |
| Admin fee / account holder | $230 | $9,593-97.6% | $5,747-96.0% | $12,624-98.2% |