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 | $81,207 | $111,754-27.3% | $103,333-21.4% | $145,922-44.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.88% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,456 | $4,212-41.7% | $3,868-36.5% | $4,660-47.3% |
| Participant deferral / active EE | $3,351 | $5,619-40.4% | $5,057-33.7% | $6,688-49.9% |
| Admin fee / account holder | $58 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |