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 | $33,289 | $96,635-65.6% | $86,612-61.6% | $139,434-76.1% |
| Participation rate | 30.0% | 74.4%-44.4pp | 71.7%-41.7pp | 80.3%-50.3pp |
| Annual return | 31.20% | 106.41%-75.2pp | 591.07%-559.9pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,861 | $3,263-43.0% | $3,022-38.4% | $4,751-60.8% |
| Participant deferral / active EE | $3,848 | $4,836-20.4% | $4,438-13.3% | $6,710-42.7% |
| Admin fee / account holder | $193 | $6,408-97.0% | $5,614-96.6% | $11,403-98.3% |