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 | $44,679 | $102,317-56.3% | $146,958-69.6% | $80,856-44.7% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 15.42% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,305 | $3,713+15.9% | $4,933-12.7% | $2,755+56.3% |
| Participant deferral / active EE | $6,595 | $6,644-0.7% | $8,070-18.3% | $4,296+53.5% |
| Admin fee / account holder | $69 | $7,941-99.1% | $12,998-99.5% | $6,918-99.0% |