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 | $40,020 | $175,202-77.2% | $149,673-73.3% | $139,434-71.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.80% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,435 | $5,474-73.8% | $4,818-70.2% | $4,751-69.8% |
| Participant deferral / active EE | $9,759 | $6,519+49.7% | $5,680+71.8% | $6,710+45.4% |
| Admin fee / account holder | $172 | $16,150-98.9% | $13,210-98.7% | $11,403-98.5% |