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 | $47,061 | $209,336-77.5% | $197,124-76.1% | $137,256-65.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 25.14% | 48.09%-23.0pp | 44.34%-19.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,579 | $6,591-76.0% | $6,227-74.6% | $4,156-62.0% |
| Participant deferral / active EE | $8,661 | $9,614-9.9% | $9,135-5.2% | $6,407+35.2% |
| Admin fee / account holder | $75 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |