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 | $20,170 | $159,901-87.4% | $146,958-86.3% | $145,922-86.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 31.46% | 98.13%-66.7pp | 418.34%-386.9pp | 561.29%-529.8pp |
| Employer contribution / active EE | $1,428 | $5,286-73.0% | $4,933-71.1% | $4,660-69.4% |
| Participant deferral / active EE | $6,690 | $8,428-20.6% | $8,070-17.1% | $6,6880% |
| Admin fee / account holder | $201 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |