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 | $50,604 | $106,890-52.7% | $84,015-39.8% | $152,861-66.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 25.63% | 104.99%-79.4pp | 71.31%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,018 | $2,734-62.8% | $1,983-48.7% | $4,762-78.6% |
| Participant deferral / active EE | $4,313 | $4,011+7.5% | $3,239+33.2% | $5,850-26.3% |
| Admin fee / account holder | $198 | $8,285-97.6% | $6,101-96.8% | $11,596-98.3% |