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 | $71,310 | $166,020-57.0% | $164,866-56.7% | $145,959-51.1% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.7pp |
| Annual return | 15.91% | 100.08%-84.2pp | 69.97%-54.1pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,269 | $5,275-57.0% | $4,343-47.8% | $4,661-51.3% |
| Participant deferral / active EE | $4,929 | $6,961-29.2% | $6,033-18.3% | $6,689-26.3% |
| Admin fee / account holder | $20 | $16,644-99.9% | $12,689-99.8% | $13,398-99.9% |