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 | $37,413 | $114,381-67.3% | $107,525-65.2% | $142,382-73.7% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 32.48% | 242.71%-210.2pp | 181.32%-148.8pp | 217.08%-184.6pp |
| Employer contribution / active EE | $4,973 | $4,015+23.9% | $3,754+32.5% | $4,299+15.7% |
| Participant deferral / active EE | $12,933 | $5,564+132.4% | $5,116+152.8% | $6,507+98.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |