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 | $116,231 | $176,056-34.0% | $159,436-27.1% | $167,490-30.6% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 12.92% | 331.75%-318.8pp | 263.57%-250.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,629 | $5,297-31.5% | $4,829-24.9% | $4,837-25.0% |
| Participant deferral / active EE | $13,000 | $7,750+67.7% | $7,352+76.8% | $6,341+105.0% |
| Admin fee / account holder | $209 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |