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 | $111,724-39.3% | $93,606-27.5% | $145,922-53.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 21.03% | 202.98%-181.9pp | 133.20%-112.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,428 | $3,090-21.4% | $2,420+0.3% | $4,660-47.9% |
| Participant deferral / active EE | $7,170 | $4,912+46.0% | $4,411+62.5% | $6,688+7.2% |
| Admin fee / account holder | $154 | $10,250-98.5% | $8,285-98.1% | $13,397-98.8% |