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 | $19,478 | $159,901-87.8% | $146,958-86.7% | $145,922-86.7% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 20.08% | 98.13%-78.1pp | 418.34%-398.3pp | 561.29%-541.2pp |
| Employer contribution / active EE | $3,028 | $5,286-42.7% | $4,933-38.6% | $4,660-35.0% |
| Participant deferral / active EE | $4,310 | $8,428-48.9% | $8,070-46.6% | $6,688-35.6% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |