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 6-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 | $67,959 | $111,754-39.2% | $103,333-34.2% | $145,922-53.4% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 12.73% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,024 | $4,212-75.7% | $3,868-73.5% | $4,660-78.0% |
| Participant deferral / active EE | $4,163 | $5,619-25.9% | $5,057-17.7% | $6,688-37.7% |
| Admin fee / account holder | $51 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |