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 7-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 | $25,089 | $115,882-78.3% | $100,516-75.0% | $158,922-84.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 32.42% | 34.79%-2.4pp | 30.89%+1.5pp | 302.83%-270.4pp |
| Employer contribution / active EE | $5,151 | $4,103+25.5% | $3,418+50.7% | $4,761+8.2% |
| Participant deferral / active EE | $9,572 | $6,674+43.4% | $6,270+52.7% | $5,982+60.0% |
| Admin fee / account holder | $116 | $10,995-98.9% | $8,081-98.6% | $11,246-99.0% |