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 3-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 | $99,733 | $165,584-39.8% | $142,942-30.2% | $137,256-27.3% |
| Participation rate | 60.0% | 80.1%-20.1pp | 76.8%-16.8pp | 80.0%-20.0pp |
| Annual return | 18.75% | 164.22%-145.5pp | 113.70%-94.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,446 | $4,725-27.1% | $4,139-16.8% | $4,156-17.1% |
| Participant deferral / active EE | $12,820 | $8,194+56.5% | $7,128+79.8% | $6,407+100.1% |
| Admin fee / account holder | $196 | $16,167-98.8% | $12,475-98.4% | $12,270-98.4% |