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 | $75,566 | $118,450-36.2% | $98,439-23.2% | $139,434-45.8% |
| Participation rate | 47.1% | 77.4%-30.4pp | 75.2%-28.1pp | 80.3%-33.3pp |
| Annual return | 18.65% | 18.94%-0.3pp | 21.16%-2.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,643 | $3,609-54.5% | $3,048-46.1% | $4,751-65.4% |
| Participant deferral / active EE | $3,317 | $5,392-38.5% | $4,738-30.0% | $6,710-50.6% |
| Admin fee / account holder | $22 | $14,026-99.8% | $8,948-99.7% | $11,403-99.8% |