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 6-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 | $52,487 | $183,519-71.4% | $155,509-66.2% | $145,922-64.0% |
| Participation rate | 29.4% | 82.7%-53.3pp | 78.2%-48.8pp | 80.3%-50.9pp |
| Annual return | 24.39% | 61.17%-36.8pp | 64.67%-40.3pp | 561.29%-536.9pp |
| Employer contribution / active EE | $1,649 | $5,313-69.0% | $4,672-64.7% | $4,660-64.6% |
| Participant deferral / active EE | $3,765 | $6,462-41.7% | $5,626-33.1% | $6,688-43.7% |
| Admin fee / account holder | $38 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |