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 3-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 | $54,429 | $183,592-70.4% | $155,567-65.0% | $145,959-62.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 29.33% | 61.24%-31.9pp | 64.74%-35.4pp | 561.95%-532.6pp |
| Employer contribution / active EE | $1,327 | $5,315-75.0% | $4,674-71.6% | $4,661-71.5% |
| Participant deferral / active EE | $4,899 | $6,464-24.2% | $5,628-13.0% | $6,689-26.8% |
| Admin fee / account holder | $9 | $19,318-100.0% | $15,916-99.9% | $13,398-99.9% |