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 | $83,191 | $95,266-12.7% | $82,389+1.0% | $142,382-41.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 22.50% | 25.74%-3.2pp | 28.67%-6.2pp | 217.08%-194.6pp |
| Employer contribution / active EE | $6,288 | $2,991+110.2% | $2,517+149.8% | $4,299+46.3% |
| Participant deferral / active EE | $18,600 | $4,809+286.8% | $4,155+347.7% | $6,507+185.8% |
| Admin fee / account holder | $178 | $8,563-97.9% | $7,231-97.5% | $12,624-98.6% |