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 5-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 | $152,406 | $133,958+13.8% | $112,228+35.8% | $134,475+13.3% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | 1.12% | 47.11%-46.0pp | 27.45%-26.3pp | 417.96%-416.8pp |
| Employer contribution / active EE | $2,117 | $4,038-47.6% | $3,635-41.8% | $4,740-55.3% |
| Participant deferral / active EE | $7,745 | $5,291+46.4% | $4,728+63.8% | $6,400+21.0% |
| Admin fee / account holder | $105 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |