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 6-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 | $36,279 | $115,882-68.7% | $100,516-63.9% | $158,922-77.2% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 15.57% | 34.79%-19.2pp | 30.89%-15.3pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,843 | $4,103-30.7% | $3,418-16.8% | $4,761-40.3% |
| Participant deferral / active EE | $9,532 | $6,674+42.8% | $6,270+52.0% | $5,982+59.3% |
| Admin fee / account holder | $110 | $10,995-99.0% | $8,081-98.6% | $11,246-99.0% |