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 | $29,915 | $106,515-71.9% | $96,683-69.1% | $139,434-78.5% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 39.95% | 38.43%+1.5pp | 35.69%+4.3pp | 372.94%-333.0pp |
| Employer contribution / active EE | $2,307 | $4,103-43.8% | $3,737-38.3% | $4,751-51.4% |
| Participant deferral / active EE | $6,501 | $5,454+19.2% | $4,878+33.3% | $6,710-3.1% |
| Admin fee / account holder | $184 | $7,877-97.7% | $6,730-97.3% | $11,403-98.4% |