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 | $42,198 | $183,519-77.0% | $155,509-72.9% | $145,922-71.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 48.22% | 61.17%-12.9pp | 64.67%-16.4pp | 561.29%-513.1pp |
| Employer contribution / active EE | $1,572 | $5,313-70.4% | $4,672-66.4% | $4,660-66.3% |
| Participant deferral / active EE | $6,075 | $6,462-6.0% | $5,626+8.0% | $6,688-9.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |