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 | $59,736 | $111,754-46.5% | $103,333-42.2% | $145,922-59.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.18% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,526 | $4,212+7.4% | $3,868+17.0% | $4,660-2.9% |
| Participant deferral / active EE | $6,216 | $5,619+10.6% | $5,057+22.9% | $6,688-7.1% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |