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 | $50,751 | $106,584-52.4% | $101,326-49.9% | $142,382-64.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 18.74% | 36.93%-18.2pp | 36.82%-18.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,525 | $3,956-61.4% | $3,665-58.4% | $4,299-64.5% |
| Participant deferral / active EE | $2,288 | $8,297-72.4% | $7,994-71.4% | $6,507-64.8% |
| Admin fee / account holder | $135 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |