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 | $74,668 | $165,335-54.8% | $149,696-50.1% | $158,922-53.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 40.76% | 348.15%-307.4pp | 276.60%-235.8pp | 302.83%-262.1pp |
| Employer contribution / active EE | $3,630 | $5,103-28.9% | $4,644-21.8% | $4,761-23.8% |
| Participant deferral / active EE | $8,523 | $7,181+18.7% | $6,842+24.6% | $5,982+42.5% |
| Admin fee / account holder | $223 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |