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 | $45,851 | $57,590-20.4% | $86,233-46.8% | $82,448-44.4% |
| Participation rate | 45.7% | 57.9%-12.2pp | 69.0%-23.3pp | 68.1%-22.4pp |
| Annual return | 17.16% | 22.41%-5.3pp | 61.39%-44.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,129 | $1,655-31.8% | $2,504-54.9% | $2,551-55.7% |
| Participant deferral / active EE | $2,640 | $3,080-14.3% | $4,559-42.1% | $4,139-36.2% |
| Admin fee / account holder | $263 | $4,730-94.4% | $8,342-96.9% | $7,234-96.4% |