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 | $92,067 | $214,378-57.1% | $200,582-54.1% | $142,382-35.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 20.68% | 46.41%-25.7pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,091 | $6,841-54.8% | $6,419-51.8% | $4,299-28.1% |
| Participant deferral / active EE | $12,886 | $9,865+30.6% | $9,331+38.1% | $6,507+98.0% |
| Admin fee / account holder | $200 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |