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 | $54,876 | $106,749-48.6% | $145,433-62.3% | $82,448-33.4% |
| Participation rate | 69.6% | 75.6%-6.1pp | 82.1%-12.6pp | 68.1%+1.5pp |
| Annual return | 40.93% | 27.59%+13.3pp | 66.58%-25.6pp | 41.64%-0.7pp |
| Employer contribution / active EE | $1,957 | $3,444-43.2% | $4,554-57.0% | $2,551-23.3% |
| Participant deferral / active EE | $5,561 | $6,519-14.7% | $7,897-29.6% | $4,139+34.4% |
| Admin fee / account holder | $62 | $8,390-99.3% | $13,129-99.5% | $7,234-99.1% |