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 | $59,413 | $159,901-62.8% | $146,958-59.6% | $145,922-59.3% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 10.82% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,723 | $5,286-48.5% | $4,933-44.8% | $4,660-41.6% |
| Participant deferral / active EE | $4,081 | $8,428-51.6% | $8,070-49.4% | $6,688-39.0% |
| Admin fee / account holder | $206 | $15,044-98.6% | $12,998-98.4% | $13,397-98.5% |