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 5-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 | $55,949 | $111,814-50.0% | $93,654-40.3% | $145,959-61.7% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 14.26% | 203.30%-189.0pp | 133.34%-119.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,246 | $3,092-59.7% | $2,421-48.5% | $4,661-73.3% |
| Participant deferral / active EE | $7,172 | $4,914+45.9% | $4,413+62.5% | $6,689+7.2% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |