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 | $54,865 | $148,534-63.1% | $135,903-59.6% | $139,434-60.7% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 28.77% | 79.19%-50.4pp | 68.23%-39.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $2,641 | $5,243-49.6% | $4,856-45.6% | $4,751-44.4% |
| Participant deferral / active EE | $8,111 | $8,100+0.1% | $7,758+4.5% | $6,710+20.9% |
| Admin fee / account holder | $258 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |