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 | $71,579 | $148,534-51.8% | $135,903-47.3% | $139,434-48.7% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.7pp |
| Annual return | 36.57% | 79.19%-42.6pp | 68.23%-31.7pp | 372.94%-336.4pp |
| Employer contribution / active EE | $12,290 | $5,243+134.4% | $4,856+153.1% | $4,751+158.7% |
| Participant deferral / active EE | $6,592 | $8,100-18.6% | $7,758-15.0% | $6,710-1.8% |
| Admin fee / account holder | $15 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |