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 | $19,062 | $105,126-81.9% | $94,646-79.9% | $139,434-86.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 54.64% | 38.03%+16.6pp | 156.71%-102.1pp | 372.94%-318.3pp |
| Employer contribution / active EE | $3,370 | $4,106-17.9% | $3,672-8.2% | $4,751-29.1% |
| Participant deferral / active EE | $4,133 | $7,599-45.6% | $7,418-44.3% | $6,710-38.4% |
| Admin fee / account holder | $18 | $8,984-99.8% | $7,231-99.8% | $11,403-99.8% |