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 | $115,189 | $74,888+53.8% | $71,209+61.8% | $142,382-19.1% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.1%-58.7pp |
| Annual return | 20.15% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,203 | $2,854-57.9% | $2,721-55.8% | $4,299-72.0% |
| Participant deferral / active EE | $3,568 | $4,454-19.9% | $4,175-14.5% | $6,507-45.2% |
| Admin fee / account holder | $121 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |