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 5-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 | $70,721 | $111,814-36.8% | $103,374-31.6% | $145,959-51.5% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 13.19% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,529 | $4,214-63.7% | $3,869-60.5% | $4,661-67.2% |
| Participant deferral / active EE | $4,384 | $5,618-22.0% | $5,058-13.3% | $6,689-34.5% |
| Admin fee / account holder | $1 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |