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 | $153,366 | $201,259-23.8% | $184,200-16.7% | $145,959+5.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.44% | 28.98%-7.5pp | 28.80%-7.4pp | 561.95%-540.5pp |
| Employer contribution / active EE | $5,425 | $7,018-22.7% | $6,424-15.6% | $4,661+16.4% |
| Participant deferral / active EE | $16,583 | $9,806+69.1% | $9,132+81.6% | $6,689+147.9% |
| Admin fee / account holder | $6 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |