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 | $68,041 | $111,754-39.1% | $103,333-34.2% | $145,922-53.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.19% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,634 | $4,212+10.0% | $3,868+19.8% | $4,660-0.6% |
| Participant deferral / active EE | $7,391 | $5,619+31.6% | $5,057+46.1% | $6,688+10.5% |
| Admin fee / account holder | $90 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |