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 | $88,413 | $158,398-44.2% | $126,539-30.1% | $142,382-37.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 11.62% | 593.76%-582.1pp | 425.95%-414.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $11,466 | $4,650+146.6% | $3,674+212.1% | $4,299+166.7% |
| Participant deferral / active EE | $2,221 | $4,767-53.4% | $4,083-45.6% | $6,507-65.9% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |