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 | $46,169 | $159,901-71.1% | $146,958-68.6% | $145,922-68.4% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 13.51% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,539 | $5,286-33.1% | $4,933-28.3% | $4,660-24.0% |
| Participant deferral / active EE | $7,656 | $8,428-9.2% | $8,070-5.1% | $6,688+14.5% |
| Admin fee / account holder | $251 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |