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 | $115,183 | $209,336-45.0% | $197,124-41.6% | $137,256-16.1% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 115.20% | 48.09%+67.1pp | 44.34%+70.9pp | 220.34%-105.1pp |
| Employer contribution / active EE | $4,104 | $6,591-37.7% | $6,227-34.1% | $4,156-1.2% |
| Participant deferral / active EE | $30,750 | $9,614+219.8% | $9,135+236.6% | $6,407+380.0% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |