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 | $69,994 | $183,519-61.9% | $155,509-55.0% | $145,922-52.0% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 14.98% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,209 | $5,313-77.2% | $4,672-74.1% | $4,660-74.1% |
| Participant deferral / active EE | $4,549 | $6,462-29.6% | $5,626-19.1% | $6,688-32.0% |
| Admin fee / account holder | $239 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |