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 5-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 | $67,831 | $111,814-39.3% | $93,654-27.6% | $145,959-53.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 21.03% | 203.30%-182.3pp | 133.34%-112.3pp | 561.95%-540.9pp |
| Employer contribution / active EE | $2,428 | $3,092-21.5% | $2,421+0.3% | $4,661-47.9% |
| Participant deferral / active EE | $7,170 | $4,914+45.9% | $4,413+62.5% | $6,689+7.2% |
| Admin fee / account holder | $154 | $10,246-98.5% | $8,282-98.1% | $13,398-98.8% |