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 | $36,799 | $148,534-75.2% | $135,903-72.9% | $139,434-73.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 26.03% | 79.19%-53.2pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $4,162 | $5,243-20.6% | $4,856-14.3% | $4,751-12.4% |
| Participant deferral / active EE | $5,136 | $8,100-36.6% | $7,758-33.8% | $6,710-23.5% |
| Admin fee / account holder | $42 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |