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 | $94,973 | $111,535-14.8% | $105,223-9.7% | $137,256-30.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 4233.26% | 237.85%+3995.4pp | 180.65%+4052.6pp | 220.34%+4012.9pp |
| Employer contribution / active EE | $2,502 | $3,939-36.5% | $3,689-32.2% | $4,156-39.8% |
| Participant deferral / active EE | $1,700 | $5,500-69.1% | $5,072-66.5% | $6,407-73.5% |
| Admin fee / account holder | $70 | $9,721-99.3% | $8,859-99.2% | $12,270-99.4% |