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 | $26,419 | $172,111-84.7% | $150,298-82.4% | $137,256-80.8% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 21.29% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,478 | $4,636-68.1% | $4,154-64.4% | $4,156-64.4% |
| Participant deferral / active EE | $2,579 | $6,166-58.2% | $5,453-52.7% | $6,407-59.7% |
| Admin fee / account holder | $90 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |