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 | $165,984-57.0% | $164,813-56.7% | $145,922-51.1% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.7pp |
| Annual return | 15.91% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,269 | $5,273-57.0% | $4,341-47.7% | $4,660-51.3% |
| Participant deferral / active EE | $4,929 | $6,959-29.2% | $6,031-18.3% | $6,688-26.3% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |