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 6-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 | $68,729 | $168,632-59.2% | $147,614-53.4% | $125,391-45.2% |
| Participation rate | 68.8% | 88.8%-20.0pp | 84.6%-15.9pp | 83.2%-14.4pp |
| Annual return | 1.59% | 77.65%-76.1pp | 61.98%-60.4pp | 282.22%-280.6pp |
| Employer contribution / active EE | $1,643 | $6,252-73.7% | $5,564-70.5% | $4,866-66.2% |
| Participant deferral / active EE | $3,175 | $5,507-42.4% | $4,895-35.1% | $5,352-40.7% |
| Admin fee / account holder | $226 | $13,580-98.3% | $11,611-98.1% | $9,540-97.6% |