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 4-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 | $88,176 | $201,272-56.2% | $184,203-52.1% | $145,922-39.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 37.24% | 29.00%+8.2pp | 28.81%+8.4pp | 561.29%-524.0pp |
| Employer contribution / active EE | $3,255 | $7,022-53.6% | $6,427-49.3% | $4,660-30.1% |
| Participant deferral / active EE | $11,560 | $9,806+17.9% | $9,131+26.6% | $6,688+72.8% |
| Admin fee / account holder | $54 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |