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 | $48,870 | $154,117-68.3% | $129,995-62.4% | $139,434-65.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 13.77% | 32.48%-18.7pp | -137.18%+150.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $8,617 | $5,289+62.9% | $4,320+99.5% | $4,751+81.4% |
| Participant deferral / active EE | $8,333 | $6,710+24.2% | $5,820+43.2% | $6,710+24.2% |
| Admin fee / account holder | $15 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |