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 | $46,816 | $106,515-56.0% | $96,683-51.6% | $139,434-66.4% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 23.38% | 38.43%-15.0pp | 35.69%-12.3pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,579 | $4,103-61.5% | $3,737-57.7% | $4,751-66.8% |
| Participant deferral / active EE | $5,331 | $5,454-2.3% | $4,878+9.3% | $6,710-20.6% |
| Admin fee / account holder | $150 | $7,877-98.1% | $6,730-97.8% | $11,403-98.7% |