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 | $46,267 | $154,117-70.0% | $129,995-64.4% | $139,434-66.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 32.38% | 32.48%-0.1pp | -137.18%+169.6pp | 372.94%-340.6pp |
| Employer contribution / active EE | $3,076 | $5,289-41.8% | $4,320-28.8% | $4,751-35.2% |
| Participant deferral / active EE | $16,220 | $6,710+141.7% | $5,820+178.7% | $6,710+141.7% |
| Admin fee / account holder | $40 | $14,007-99.7% | $10,614-99.6% | $11,403-99.6% |