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 | $49,369 | $177,572-72.2% | $154,803-68.1% | $142,382-65.3% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.1%-61.4pp | 80.1%-63.5pp |
| Annual return | 21.13% | 65.07%-43.9pp | 58.88%-37.8pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,593 | $4,810-66.9% | $4,305-63.0% | $4,299-62.9% |
| Participant deferral / active EE | $1,703 | $6,272-72.9% | $5,540-69.3% | $6,507-73.8% |
| Admin fee / account holder | $7 | $16,786-100.0% | $14,329-100.0% | $12,624-99.9% |