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 | $50,230 | $209,336-76.0% | $197,124-74.5% | $137,256-63.4% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 22.72% | 48.09%-25.4pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,406 | $6,591-78.7% | $6,227-77.4% | $4,156-66.2% |
| Participant deferral / active EE | $6,296 | $9,614-34.5% | $9,135-31.1% | $6,407-1.7% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |