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 | $53,148 | $183,592-71.1% | $155,567-65.8% | $145,959-63.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.10% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,097 | $5,315-79.4% | $4,674-76.5% | $4,661-76.5% |
| Participant deferral / active EE | $4,877 | $6,464-24.6% | $5,628-13.3% | $6,689-27.1% |
| Admin fee / account holder | $13 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |