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 10-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 | $82,369 | $177,572-53.6% | $154,803-46.8% | $142,382-42.1% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.1%-9.3pp | 80.1%-11.4pp |
| Annual return | 19.31% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,319 | $4,810+31.4% | $4,305+46.8% | $4,299+47.0% |
| Participant deferral / active EE | $3,181 | $6,272-49.3% | $5,540-42.6% | $6,507-51.1% |
| Admin fee / account holder | $88 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |