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 | $45,606 | $148,534-69.3% | $135,903-66.4% | $139,434-67.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 33.88% | 79.19%-45.3pp | 68.23%-34.4pp | 372.94%-339.1pp |
| Employer contribution / active EE | $2,190 | $5,243-58.2% | $4,856-54.9% | $4,751-53.9% |
| Participant deferral / active EE | $6,011 | $8,100-25.8% | $7,758-22.5% | $6,710-10.4% |
| Admin fee / account holder | $14 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |