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 | $14,874 | $61,272-75.7% | $149,673-90.1% | $71,457-79.2% |
| Participation rate | 55.1% | 62.5%-7.4pp | 78.8%-23.6pp | 67.9%-12.8pp |
| Annual return | 32.74% | 35.85%-3.1pp | 134.42%-101.7pp | 28.85%+3.9pp |
| Employer contribution / active EE | $875 | $2,378-63.2% | $4,818-81.8% | $2,588-66.2% |
| Participant deferral / active EE | $4,416 | $2,917+51.4% | $5,680-22.3% | $4,289+3.0% |
| Admin fee / account holder | $57 | $1,261-95.4% | $13,210-99.6% | $1,587-96.4% |