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 | $49,676 | $99,877-50.3% | $84,966-41.5% | $145,922-66.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 16.89% | 83.76%-66.9pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,947 | $3,231+22.1% | $2,727+44.7% | $4,660-15.3% |
| Participant deferral / active EE | $5,263 | $5,291-0.5% | $4,519+16.4% | $6,688-21.3% |
| Admin fee / account holder | $31 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |