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 | $60,022-23.6% | $88,946-48.5% | $84,808-45.9% |
| Participation rate | 45.7% | 57.8%-12.1pp | 68.8%-23.1pp | 68.3%-22.6pp |
| Annual return | 17.16% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,129 | $1,703-33.7% | $2,555-55.8% | $2,631-57.1% |
| Participant deferral / active EE | $2,640 | $3,114-15.2% | $4,581-42.4% | $4,212-37.3% |
| Admin fee / account holder | $263 | $4,811-94.5% | $8,261-96.8% | $7,344-96.4% |