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 | $29,578 | $74,888-60.5% | $71,209-58.5% | $142,382-79.2% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 19.00% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,703 | $2,854-40.4% | $2,721-37.4% | $4,299-60.4% |
| Participant deferral / active EE | $2,491 | $4,454-44.1% | $4,175-40.3% | $6,507-61.7% |
| Admin fee / account holder | $179 | $5,568-96.8% | $5,349-96.7% | $12,624-98.6% |