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 | $77,023 | $154,117-50.0% | $129,995-40.7% | $139,434-44.8% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.5%-20.2pp | 80.3%-22.0pp |
| Annual return | 21.18% | 32.48%-11.3pp | -137.18%+158.4pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,159 | $5,289-59.2% | $4,320-50.0% | $4,751-54.6% |
| Participant deferral / active EE | $3,898 | $6,710-41.9% | $5,820-33.0% | $6,710-41.9% |
| Admin fee / account holder | $241 | $14,007-98.3% | $10,614-97.7% | $11,403-97.9% |