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 | $52,364 | $175,202-70.1% | $149,673-65.0% | $139,434-62.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.46% | 166.71%-147.2pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $5,100 | $5,474-6.8% | $4,818+5.9% | $4,751+7.4% |
| Participant deferral / active EE | $5,100 | $6,519-21.8% | $5,680-10.2% | $6,710-24.0% |
| Admin fee / account holder | $32 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |