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 | $33,959 | $185,822-81.7% | $169,993-80.0% | $139,434-75.6% |
| Participation rate | 30.0% | 87.8%-57.8pp | 87.0%-57.0pp | 80.3%-50.3pp |
| Annual return | 38.01% | 60.50%-22.5pp | 53.37%-15.4pp | 372.94%-334.9pp |
| Employer contribution / active EE | $1,682 | $7,590-77.8% | $6,785-75.2% | $4,751-64.6% |
| Participant deferral / active EE | $4,506 | $11,622-61.2% | $10,408-56.7% | $6,710-32.8% |
| Admin fee / account holder | $232 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |