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 | $38,316 | $185,822-79.4% | $169,993-77.5% | $139,434-72.5% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 51.09% | 60.50%-9.4pp | 53.37%-2.3pp | 372.94%-321.9pp |
| Employer contribution / active EE | $1,600 | $7,590-78.9% | $6,785-76.4% | $4,751-66.3% |
| Participant deferral / active EE | $13,398 | $11,622+15.3% | $10,408+28.7% | $6,710+99.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |