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 | $57,284 | $108,919-47.4% | $100,391-42.9% | $145,922-60.7% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 13.68% | 57.88%-44.2pp | 49.20%-35.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,579 | $4,419-19.0% | $3,942-9.2% | $4,660-23.2% |
| Participant deferral / active EE | $3,873 | $8,445-54.1% | $8,082-52.1% | $6,688-42.1% |
| Admin fee / account holder | $232 | $9,689-97.6% | $7,899-97.1% | $13,397-98.3% |