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 | $46,235 | $88,751-47.9% | $81,812-43.5% | $145,922-68.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.02% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,368 | $3,083-55.6% | $2,912-53.0% | $4,660-70.6% |
| Participant deferral / active EE | $3,828 | $4,643-17.6% | $4,319-11.4% | $6,688-42.8% |
| Admin fee / account holder | $235 | $8,415-97.2% | $7,386-96.8% | $13,397-98.2% |