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 | $21,054 | $111,754-81.2% | $103,333-79.6% | $145,922-85.6% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 17.35% | 24.77%-7.4pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,059 | $4,212-51.1% | $3,868-46.8% | $4,660-55.8% |
| Participant deferral / active EE | $3,327 | $5,619-40.8% | $5,057-34.2% | $6,688-50.3% |
| Admin fee / account holder | $143 | $9,750-98.5% | $8,355-98.3% | $13,397-98.9% |