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 | $57,306 | $171,865-66.7% | $149,718-61.7% | $147,584-61.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 17.64% | 2113.22%-2095.6pp | 1501.63%-1484.0pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,695 | $6,275-73.0% | $5,445-68.9% | $4,876-65.2% |
| Participant deferral / active EE | $5,333 | $7,271-26.6% | $6,569-18.8% | $5,439-1.9% |
| Admin fee / account holder | $246 | $13,799-98.2% | $11,283-97.8% | $10,885-97.7% |