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 | $73,860 | $163,101-54.7% | $136,749-46.0% | $142,382-48.1% |
| Participation rate | 58.3% | 78.2%-19.9pp | 72.1%-13.8pp | 80.1%-21.8pp |
| Annual return | 21.87% | 27.54%-5.7pp | 24.33%-2.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,157 | $4,117-47.6% | $3,400-36.5% | $4,299-49.8% |
| Participant deferral / active EE | $3,616 | $5,585-35.3% | $4,692-22.9% | $6,507-44.4% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |