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 | $73,685 | $177,572-58.5% | $154,803-52.4% | $142,382-48.2% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 94.17% | 65.07%+29.1pp | 58.88%+35.3pp | 217.08%-122.9pp |
| Employer contribution / active EE | $1,760 | $4,810-63.4% | $4,305-59.1% | $4,299-59.1% |
| Participant deferral / active EE | $5,416 | $6,272-13.6% | $5,540-2.2% | $6,507-16.8% |
| Admin fee / account holder | $67 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |