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 | $44,931 | $111,724-59.8% | $93,606-52.0% | $145,922-69.2% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 19.61% | 202.98%-183.4pp | 133.20%-113.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $1,368 | $3,090-55.7% | $2,420-43.5% | $4,660-70.7% |
| Participant deferral / active EE | $6,218 | $4,912+26.6% | $4,411+41.0% | $6,688-7.0% |
| Admin fee / account holder | $181 | $10,250-98.2% | $8,285-97.8% | $13,397-98.6% |