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 | $51,582 | $159,901-67.7% | $146,958-64.9% | $145,922-64.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 25.59% | 98.13%-72.5pp | 418.34%-392.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $2,250 | $5,286-57.4% | $4,933-54.4% | $4,660-51.7% |
| Participant deferral / active EE | $4,647 | $8,428-44.9% | $8,070-42.4% | $6,688-30.5% |
| Admin fee / account holder | $24 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |