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 | $177,572-85.1% | $154,803-82.9% | $142,382-81.4% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.1%-23.5pp | 80.1%-25.6pp |
| Annual return | 21.29% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,478 | $4,810-69.3% | $4,305-65.7% | $4,299-65.6% |
| Participant deferral / active EE | $2,579 | $6,272-58.9% | $5,540-53.5% | $6,507-60.4% |
| Admin fee / account holder | $90 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |