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 | $110,790 | $210,648-47.4% | $177,989-37.8% | $145,922-24.1% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 23.22% | 385.86%-362.6pp | 294.48%-271.3pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,061 | $4,565-54.9% | $3,949-47.8% | $4,660-55.8% |
| Participant deferral / active EE | $6,571 | $6,958-5.6% | $6,276+4.7% | $6,688-1.7% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |