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 | $79,298 | $172,111-53.9% | $150,298-47.2% | $137,256-42.2% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 14.78% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $10,050 | $4,636+116.8% | $4,154+141.9% | $4,156+141.8% |
| Participant deferral / active EE | $6,216 | $6,166+0.8% | $5,453+14.0% | $6,407-3.0% |
| Admin fee / account holder | $219 | $16,471-98.7% | $14,116-98.4% | $12,270-98.2% |