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 | $61,912 | $154,117-59.8% | $129,995-52.4% | $139,434-55.6% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 23.16% | 32.48%-9.3pp | -137.18%+160.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,664 | $5,289-68.5% | $4,320-61.5% | $4,751-65.0% |
| Participant deferral / active EE | $7,909 | $6,710+17.9% | $5,820+35.9% | $6,710+17.9% |
| Admin fee / account holder | $144 | $14,007-99.0% | $10,614-98.6% | $11,403-98.7% |