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 | $60,891 | $148,534-59.0% | $135,903-55.2% | $139,434-56.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 114.95% | 79.19%+35.8pp | 68.23%+46.7pp | 372.94%-258.0pp |
| Employer contribution / active EE | $5,268 | $5,243+0.5% | $4,856+8.5% | $4,751+10.9% |
| Participant deferral / active EE | $26,542 | $8,100+227.7% | $7,758+242.1% | $6,710+295.5% |
| Admin fee / account holder | $69 | $12,400-99.4% | $10,762-99.4% | $11,403-99.4% |