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 | $61,535 | $88,751-30.7% | $81,812-24.8% | $145,922-57.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.3%-15.2pp | 80.3%-23.1pp |
| Annual return | 20.21% | 1025.40%-1005.2pp | 773.79%-753.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,875 | $3,083-39.2% | $2,912-35.6% | $4,660-59.8% |
| Participant deferral / active EE | $7,799 | $4,643+68.0% | $4,319+80.6% | $6,688+16.6% |
| Admin fee / account holder | $67 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |