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 | $114,381-17.0% | $107,525-11.7% | $142,382-33.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 4233.26% | 242.71%+3990.6pp | 181.32%+4051.9pp | 217.08%+4016.2pp |
| Employer contribution / active EE | $2,502 | $4,015-37.7% | $3,754-33.3% | $4,299-41.8% |
| Participant deferral / active EE | $1,700 | $5,564-69.4% | $5,116-66.8% | $6,507-73.9% |
| Admin fee / account holder | $70 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |