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 | $28,196 | $159,602-82.3% | $150,045-81.2% | $142,382-80.2% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.3%-24.0pp | 80.1%-21.8pp |
| Annual return | 21.53% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,742 | $4,961-64.9% | $4,693-62.9% | $4,299-59.5% |
| Participant deferral / active EE | $6,306 | $8,310-24.1% | $7,997-21.2% | $6,507-3.1% |
| Admin fee / account holder | $122 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |