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 | $72,076 | $179,726-59.9% | $156,263-53.9% | $142,382-49.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 17.24% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,200 | $5,069-17.1% | $4,333-3.1% | $4,299-2.3% |
| Participant deferral / active EE | $11,750 | $6,956+68.9% | $6,158+90.8% | $6,507+80.6% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |