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 | $23,643 | $158,398-85.1% | $126,539-81.3% | $142,382-83.4% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 21.96% | 593.76%-571.8pp | 425.95%-404.0pp | 217.08%-195.1pp |
| Employer contribution / active EE | $774 | $4,650-83.4% | $3,674-78.9% | $4,299-82.0% |
| Participant deferral / active EE | $1,626 | $4,767-65.9% | $4,083-60.2% | $6,507-75.0% |
| Admin fee / account holder | $14 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |