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 | $64,793 | $148,534-56.4% | $135,903-52.3% | $139,434-53.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 22.48% | 79.19%-56.7pp | 68.23%-45.7pp | 372.94%-350.5pp |
| Employer contribution / active EE | $4,235 | $5,243-19.2% | $4,856-12.8% | $4,751-10.9% |
| Participant deferral / active EE | $13,011 | $8,100+60.6% | $7,758+67.7% | $6,710+93.9% |
| Admin fee / account holder | $11 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |