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 | $34,185 | $175,202-80.5% | $149,673-77.2% | $139,434-75.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 29.40% | 166.71%-137.3pp | 134.42%-105.0pp | 372.94%-343.5pp |
| Employer contribution / active EE | $2,399 | $5,474-56.2% | $4,818-50.2% | $4,751-49.5% |
| Participant deferral / active EE | $4,118 | $6,519-36.8% | $5,680-27.5% | $6,710-38.6% |
| Admin fee / account holder | $40 | $16,150-99.8% | $13,210-99.7% | $11,403-99.6% |