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 | $38,837 | $185,822-79.1% | $169,993-77.2% | $139,434-72.1% |
| Participation rate | 46.7% | 87.8%-41.1pp | 87.0%-40.3pp | 80.3%-33.7pp |
| Annual return | 48.64% | 60.50%-11.9pp | 53.37%-4.7pp | 372.94%-324.3pp |
| Employer contribution / active EE | $1,524 | $7,590-79.9% | $6,785-77.5% | $4,751-67.9% |
| Participant deferral / active EE | $4,170 | $11,622-64.1% | $10,408-59.9% | $6,710-37.9% |
| Admin fee / account holder | $297 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |