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 | $65,431 | $106,515-38.6% | $96,683-32.3% | $139,434-53.1% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 23.68% | 38.43%-14.7pp | 35.69%-12.0pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,097 | $4,103-73.3% | $3,737-70.6% | $4,751-76.9% |
| Participant deferral / active EE | $4,430 | $5,454-18.8% | $4,878-9.2% | $6,710-34.0% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |