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 | $34,891 | $201,259-82.7% | $184,200-81.1% | $145,959-76.1% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 33.04% | 28.98%+4.1pp | 28.80%+4.2pp | 561.95%-528.9pp |
| Employer contribution / active EE | $4,293 | $7,018-38.8% | $6,424-33.2% | $4,661-7.9% |
| Participant deferral / active EE | $5,699 | $9,806-41.9% | $9,132-37.6% | $6,689-14.8% |
| Admin fee / account holder | $231 | $16,372-98.6% | $13,907-98.3% | $13,398-98.3% |