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 | $70,604 | $177,572-60.2% | $154,803-54.4% | $142,382-50.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 21.91% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $5,009 | $4,810+4.1% | $4,305+16.3% | $4,299+16.5% |
| Participant deferral / active EE | $8,142 | $6,272+29.8% | $5,540+47.0% | $6,507+25.1% |
| Admin fee / account holder | $160 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |