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 | $33,086 | $111,724-70.4% | $93,606-64.7% | $145,922-77.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 26.82% | 202.98%-176.2pp | 133.20%-106.4pp | 561.29%-534.5pp |
| Employer contribution / active EE | $1,615 | $3,090-47.7% | $2,420-33.2% | $4,660-65.3% |
| Participant deferral / active EE | $5,781 | $4,912+17.7% | $4,411+31.0% | $6,688-13.6% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |