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 | $55,308 | $161,352-65.7% | $134,172-58.8% | $137,256-59.7% |
| Participation rate | 60.0% | 78.3%-18.3pp | 72.5%-12.5pp | 80.0%-20.0pp |
| Annual return | 24.67% | 28.72%-4.0pp | 25.30%-0.6pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,084 | $4,099-73.6% | $3,420-68.3% | $4,156-73.9% |
| Participant deferral / active EE | $8,260 | $5,552+48.8% | $4,690+76.1% | $6,407+28.9% |
| Admin fee / account holder | $153 | $15,028-99.0% | $12,016-98.7% | $12,270-98.8% |