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 3-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 | $50,304 | $74,888-32.8% | $71,209-29.4% | $142,382-64.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 28.89% | 345.14%-316.2pp | 282.51%-253.6pp | 217.08%-188.2pp |
| Employer contribution / active EE | $3,150 | $2,854+10.4% | $2,721+15.8% | $4,299-26.7% |
| Participant deferral / active EE | $4,025 | $4,454-9.6% | $4,175-3.6% | $6,507-38.1% |
| Admin fee / account holder | $82 | $5,568-98.5% | $5,349-98.5% | $12,624-99.4% |