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 5-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 | $81,657 | $175,202-53.4% | $149,673-45.4% | $139,434-41.4% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 45.30% | 166.71%-121.4pp | 134.42%-89.1pp | 372.94%-327.6pp |
| Employer contribution / active EE | $1,096 | $5,474-80.0% | $4,818-77.3% | $4,751-76.9% |
| Participant deferral / active EE | $9,000 | $6,519+38.1% | $5,680+58.5% | $6,710+34.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |