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 | $46,684 | $78,520-40.5% | $96,576-51.7% | $82,448-43.4% |
| Participation rate | 56.0% | 77.7%-21.7pp | 81.4%-25.4pp | 68.1%-12.1pp |
| Annual return | 21.08% | 41.30%-20.2pp | 38.47%-17.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,700 | $2,630-35.3% | $3,553-52.1% | $2,551-33.3% |
| Participant deferral / active EE | $3,216 | $6,754-52.4% | $7,956-59.6% | $4,139-22.3% |
| Admin fee / account holder | $0 | $13,455-100.0% | $11,381-100.0% | $7,234-100.0% |