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 | $81,355 | $99,877-18.5% | $84,966-4.3% | $145,922-44.2% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 17.68% | 83.76%-66.1pp | 66.38%-48.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $778 | $3,231-75.9% | $2,727-71.5% | $4,660-83.3% |
| Participant deferral / active EE | $2,480 | $5,291-53.1% | $4,519-45.1% | $6,688-62.9% |
| Admin fee / account holder | $13 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |