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 | $117,553 | $111,754+5.2% | $103,333+13.8% | $145,922-19.4% |
| Participation rate | 21.4% | 77.9%-56.5pp | 74.5%-53.1pp | 80.3%-58.8pp |
| Annual return | 139.08% | 24.77%+114.3pp | 24.88%+114.2pp | 561.29%-422.2pp |
| Employer contribution / active EE | $1,214 | $4,212-71.2% | $3,868-68.6% | $4,660-74.0% |
| Participant deferral / active EE | $2,614 | $5,619-53.5% | $5,057-48.3% | $6,688-60.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |