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 | $66,757 | $175,202-61.9% | $149,673-55.4% | $139,434-52.1% |
| Participation rate | 38.9% | 83.4%-44.5pp | 78.8%-39.9pp | 80.3%-41.4pp |
| Annual return | 23.08% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,287 | $5,474-58.2% | $4,818-52.5% | $4,751-51.9% |
| Participant deferral / active EE | $4,622 | $6,519-29.1% | $5,680-18.6% | $6,710-31.1% |
| Admin fee / account holder | $24 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |