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 | $35,299 | $159,901-77.9% | $146,958-76.0% | $145,922-75.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 12.38% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,401 | $5,286-54.6% | $4,933-51.3% | $4,660-48.5% |
| Participant deferral / active EE | $9,225 | $8,428+9.5% | $8,070+14.3% | $6,688+37.9% |
| Admin fee / account holder | $249 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |