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 6-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 | $60,132 | $179,726-66.5% | $156,263-61.5% | $142,382-57.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 17.71% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,982 | $5,069-60.9% | $4,333-54.3% | $4,299-53.9% |
| Participant deferral / active EE | $3,263 | $6,956-53.1% | $6,158-47.0% | $6,507-49.9% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |