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 | $130,311 | $159,901-18.5% | $146,958-11.3% | $145,922-10.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.27% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,932 | $5,286-6.7% | $4,9330% | $4,660+5.8% |
| Participant deferral / active EE | $15,333 | $8,428+81.9% | $8,070+90.0% | $6,688+129.3% |
| Admin fee / account holder | $108 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |