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 | $87,283 | $179,726-51.4% | $156,263-44.1% | $142,382-38.7% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | 19.28% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,713 | $5,069-66.2% | $4,333-60.5% | $4,299-60.1% |
| Participant deferral / active EE | $13,337 | $6,956+91.7% | $6,158+116.6% | $6,507+105.0% |
| Admin fee / account holder | $246 | $17,272-98.6% | $14,255-98.3% | $12,624-98.1% |