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 | $56,422 | $110,257-48.8% | $96,544-41.6% | $139,434-59.5% |
| Participation rate | 37.5% | 78.1%-40.6pp | 76.0%-38.5pp | 80.3%-42.8pp |
| Annual return | 15.44% | 26.32%-10.9pp | 25.84%-10.4pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,906 | $3,620+7.9% | $2,965+31.7% | $4,751-17.8% |
| Participant deferral / active EE | $6,328 | $5,548+14.1% | $4,851+30.5% | $6,710-5.7% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |