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 5-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 | $46,694 | $114,381-59.2% | $107,525-56.6% | $142,382-67.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 16.18% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $6,939 | $4,015+72.8% | $3,754+84.9% | $4,299+61.4% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $238 | $9,860-97.6% | $8,919-97.3% | $12,624-98.1% |