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 | $85,200 | $159,602-46.6% | $150,045-43.2% | $142,382-40.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 16.71% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,147 | $4,961-56.7% | $4,693-54.3% | $4,299-50.1% |
| Participant deferral / active EE | $2,946 | $8,310-64.5% | $7,997-63.2% | $6,507-54.7% |
| Admin fee / account holder | $139 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |