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 | $10,857 | $77,899-86.1% | $149,673-92.7% | $75,163-85.6% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 31.39% | 31.72%-0.3pp | 134.42%-103.0pp | 160.62%-129.2pp |
| Employer contribution / active EE | $1,104 | $3,137-64.8% | $4,818-77.1% | $2,670-58.6% |
| Participant deferral / active EE | $2,223 | $3,411-34.8% | $5,680-60.9% | $4,125-46.1% |
| Admin fee / account holder | $115 | $5,956-98.1% | $13,210-99.1% | $5,651-98.0% |