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 | $214,432 | $133,958+60.1% | $112,228+91.1% | $134,475+59.5% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -16.17% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,297 | $4,038-18.4% | $3,635-9.3% | $4,740-30.4% |
| Participant deferral / active EE | $7,459 | $5,291+41.0% | $4,728+57.8% | $6,400+16.6% |
| Admin fee / account holder | $53 | $7,489-99.3% | $6,410-99.2% | $11,426-99.5% |