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 | $31,900 | $81,460-60.8% | $103,333-69.1% | $80,856-60.5% |
| Participation rate | 56.1% | 66.8%-10.7pp | 74.5%-18.4pp | 67.6%-11.5pp |
| Annual return | 36.83% | 25.55%+11.3pp | 24.88%+12.0pp | 35.59%+1.2pp |
| Employer contribution / active EE | $2,043 | $3,105-34.2% | $3,868-47.2% | $2,755-25.8% |
| Participant deferral / active EE | $5,377 | $3,869+39.0% | $5,057+6.3% | $4,296+25.2% |
| Admin fee / account holder | $183 | $6,566-97.2% | $8,355-97.8% | $6,918-97.3% |