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 | $33,850 | $85,022-60.2% | $70,515-52.0% | $139,434-75.7% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 22.50% | 30.38%-7.9pp | 32.77%-10.3pp | 372.94%-350.4pp |
| Employer contribution / active EE | $1,833 | $3,909-53.1% | $2,973-38.4% | $4,751-61.4% |
| Participant deferral / active EE | $6,422 | $5,890+9.0% | $4,567+40.6% | $6,710-4.3% |
| Admin fee / account holder | $23 | $8,906-99.7% | $6,412-99.6% | $11,403-99.8% |