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 5-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 | $43,457 | $49,173-11.6% | $121,098-64.1% | $75,163-42.2% |
| Participation rate | 38.1% | 55.4%-17.3pp | 69.5%-31.4pp | 67.2%-29.1pp |
| Annual return | 20.28% | 55.99%-35.7pp | 985.75%-965.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,115 | $1,546-27.9% | $4,164-73.2% | $2,670-58.2% |
| Participant deferral / active EE | $1,873 | $2,628-28.7% | $4,080-54.1% | $4,125-54.6% |
| Admin fee / account holder | $11 | $3,942-99.7% | $5,644-99.8% | $5,651-99.8% |