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 | $103,561 | $126,574-18.2% | $106,213-2.5% | $145,922-29.0% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 25.69% | 224.79%-199.1pp | 116.14%-90.5pp | 561.29%-535.6pp |
| Employer contribution / active EE | $5,833 | $3,730+56.4% | $3,171+83.9% | $4,660+25.2% |
| Participant deferral / active EE | $13,606 | $5,724+137.7% | $5,016+171.3% | $6,688+103.5% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |