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 | $41,310 | $106,515-61.2% | $96,683-57.3% | $139,434-70.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 30.54% | 38.43%-7.9pp | 35.69%-5.2pp | 372.94%-342.4pp |
| Employer contribution / active EE | $5,662 | $4,103+38.0% | $3,737+51.5% | $4,751+19.2% |
| Participant deferral / active EE | $6,981 | $5,454+28.0% | $4,878+43.1% | $6,710+4.0% |
| Admin fee / account holder | $40 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |