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 | $80,963 | $100,773-19.7% | $88,946-9.0% | $142,382-43.1% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.8%-14.3pp | 80.1%-25.6pp |
| Annual return | 21.22% | 70.18%-49.0pp | 57.82%-36.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,385 | $2,918-52.5% | $2,555-45.8% | $4,299-67.8% |
| Participant deferral / active EE | $8,585 | $5,230+64.1% | $4,581+87.4% | $6,507+31.9% |
| Admin fee / account holder | $22 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |