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 | $47,713 | $106,515-55.2% | $96,683-50.7% | $139,434-65.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 90.22% | 38.43%+51.8pp | 35.69%+54.5pp | 372.94%-282.7pp |
| Employer contribution / active EE | $1,648 | $4,103-59.8% | $3,737-55.9% | $4,751-65.3% |
| Participant deferral / active EE | $4,407 | $5,454-19.2% | $4,878-9.7% | $6,710-34.3% |
| Admin fee / account holder | $27 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |