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 | $214,378-78.0% | $200,582-76.5% | $142,382-66.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 25.14% | 46.41%-21.3pp | 42.33%-17.2pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,579 | $6,841-76.9% | $6,419-75.4% | $4,299-63.3% |
| Participant deferral / active EE | $8,661 | $9,865-12.2% | $9,331-7.2% | $6,507+33.1% |
| Admin fee / account holder | $75 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |