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 | $85,355 | $127,065-32.8% | $113,168-24.6% | $142,382-40.1% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 12.31% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,969 | $3,442-42.8% | $2,975-33.8% | $4,299-54.2% |
| Participant deferral / active EE | $4,719 | $5,716-17.4% | $5,107-7.6% | $6,507-27.5% |
| Admin fee / account holder | $33 | $15,736-99.8% | $12,068-99.7% | $12,624-99.7% |