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 | $16,607 | $202,432-91.8% | $169,368-90.2% | $139,434-88.1% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 26.84% | 531.74%-504.9pp | 405.60%-378.8pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,025 | $4,692-78.1% | $4,013-74.4% | $4,751-78.4% |
| Participant deferral / active EE | $2,728 | $6,938-60.7% | $6,221-56.2% | $6,710-59.3% |
| Admin fee / account holder | $65 | $10,708-99.4% | $9,003-99.3% | $11,403-99.4% |