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 | $78,743 | $185,822-57.6% | $169,993-53.7% | $139,434-43.5% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 36.89% | 60.50%-23.6pp | 53.37%-16.5pp | 372.94%-336.0pp |
| Employer contribution / active EE | $15,682 | $7,590+106.6% | $6,785+131.1% | $4,751+230.1% |
| Participant deferral / active EE | $15,682 | $11,622+34.9% | $10,408+50.7% | $6,710+133.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |