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 | $38,348 | $106,515-64.0% | $96,683-60.3% | $139,434-72.5% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 29.25% | 38.43%-9.2pp | 35.69%-6.4pp | 372.94%-343.7pp |
| Employer contribution / active EE | $2,183 | $4,103-46.8% | $3,737-41.6% | $4,751-54.1% |
| Participant deferral / active EE | $6,272 | $5,454+15.0% | $4,878+28.6% | $6,710-6.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |