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 | $42,655 | $117,841-63.8% | $102,423-58.4% | $145,922-70.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 15.01% | 31.65%-16.6pp | 29.32%-14.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,437 | $3,615+78.1% | $3,023+112.9% | $4,660+38.1% |
| Participant deferral / active EE | $14,433 | $5,731+151.9% | $5,053+185.6% | $6,688+115.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |