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 | $69,451 | $159,934-56.6% | $147,005-52.8% | $145,959-52.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.67% | 98.24%-86.6pp | 418.76%-407.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,311 | $5,287-37.4% | $4,934-32.9% | $4,661-29.0% |
| Participant deferral / active EE | $4,139 | $8,427-50.9% | $8,070-48.7% | $6,689-38.1% |
| Admin fee / account holder | $29 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |