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 | $107,313 | $179,726-40.3% | $156,263-31.3% | $142,382-24.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.9%-38.9pp | 80.1%-40.1pp |
| Annual return | 18.83% | 77.86%-59.0pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,311 | $5,069-74.1% | $4,333-69.7% | $4,299-69.5% |
| Participant deferral / active EE | $2,638 | $6,956-62.1% | $6,158-57.2% | $6,507-59.5% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |