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 | $214,378-46.3% | $200,582-42.6% | $142,382-19.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 115.20% | 46.41%+68.8pp | 42.33%+72.9pp | 217.08%-101.9pp |
| Employer contribution / active EE | $4,104 | $6,841-40.0% | $6,419-36.1% | $4,299-4.5% |
| Participant deferral / active EE | $30,750 | $9,865+211.7% | $9,331+229.5% | $6,507+372.6% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |