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 | $61,660 | $126,574-51.3% | $106,213-41.9% | $145,922-57.7% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 19.37% | 224.79%-205.4pp | 116.14%-96.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $5,118 | $3,730+37.2% | $3,171+61.4% | $4,660+9.8% |
| Participant deferral / active EE | $12,131 | $5,724+111.9% | $5,016+141.9% | $6,688+81.4% |
| Admin fee / account holder | $86 | $17,304-99.5% | $11,033-99.2% | $13,397-99.4% |