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 | $59,363 | $117,841-49.6% | $102,423-42.0% | $145,922-59.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.08% | 31.65%-17.6pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,275 | $3,615-64.7% | $3,023-57.8% | $4,660-72.6% |
| Participant deferral / active EE | $3,188 | $5,731-44.4% | $5,053-36.9% | $6,688-52.3% |
| Admin fee / account holder | $213 | $13,326-98.4% | $9,451-97.7% | $13,397-98.4% |