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 | $32,095 | $154,228-79.2% | $145,433-77.9% | $137,256-76.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 26.24% | 74.59%-48.4pp | 66.58%-40.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $4,840 | $4,804+0.7% | $4,554+6.3% | $4,156+16.4% |
| Participant deferral / active EE | $18,058 | $8,216+119.8% | $7,897+128.7% | $6,407+181.8% |
| Admin fee / account holder | $56 | $14,344-99.6% | $13,129-99.6% | $12,270-99.5% |