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 | $46,280 | $165,335-72.0% | $149,696-69.1% | $158,922-70.9% |
| Participation rate | 56.5% | 84.6%-28.0pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 16.85% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,019 | $5,103-40.8% | $4,644-35.0% | $4,761-36.6% |
| Participant deferral / active EE | $4,651 | $7,181-35.2% | $6,842-32.0% | $5,982-22.3% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |