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 4-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 | $50,743 | $185,822-72.7% | $169,993-70.1% | $139,434-63.6% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 39.47% | 60.50%-21.0pp | 53.37%-13.9pp | 372.94%-333.5pp |
| Employer contribution / active EE | $2,189 | $7,590-71.2% | $6,785-67.7% | $4,751-53.9% |
| Participant deferral / active EE | $13,040 | $11,622+12.2% | $10,408+25.3% | $6,710+94.3% |
| Admin fee / account holder | $119 | $15,381-99.2% | $12,815-99.1% | $11,403-99.0% |