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 | $80,894 | $111,754-27.6% | $103,333-21.7% | $145,922-44.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 24.57% | 24.77%-0.2pp | 24.88%-0.3pp | 561.29%-536.7pp |
| Employer contribution / active EE | $1,662 | $4,212-60.6% | $3,868-57.0% | $4,660-64.3% |
| Participant deferral / active EE | $6,422 | $5,619+14.3% | $5,057+27.0% | $6,688-4.0% |
| Admin fee / account holder | $292 | $9,750-97.0% | $8,355-96.5% | $13,397-97.8% |