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 | $34,068 | $148,534-77.1% | $135,903-74.9% | $139,434-75.6% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 34.08% | 79.19%-45.1pp | 68.23%-34.2pp | 372.94%-338.9pp |
| Employer contribution / active EE | $2,177 | $5,243-58.5% | $4,856-55.2% | $4,751-54.2% |
| Participant deferral / active EE | $5,580 | $8,100-31.1% | $7,758-28.1% | $6,710-16.8% |
| Admin fee / account holder | $191 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |