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 | $78,041 | $114,381-31.8% | $107,525-27.4% | $142,382-45.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 23.26% | 242.71%-219.4pp | 181.32%-158.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $4,150 | $4,015+3.4% | $3,754+10.6% | $4,299-3.5% |
| Participant deferral / active EE | $15,667 | $5,564+181.6% | $5,116+206.3% | $6,507+140.8% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |