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 9-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 | $31,666 | $157,256-79.9% | $141,162-77.6% | $152,861-79.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 35.00% | 64.32%-29.3pp | 71.39%-36.4pp | 345.32%-310.3pp |
| Employer contribution / active EE | $2,840 | $5,261-46.0% | $4,735-40.0% | $4,762-40.4% |
| Participant deferral / active EE | $10,550 | $7,109+48.4% | $6,709+57.3% | $5,850+80.3% |
| Admin fee / account holder | $23 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |