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 | $52,926 | $159,934-66.9% | $147,005-64.0% | $145,959-63.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.67% | 98.24%-88.6pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,709 | $5,287-48.8% | $4,934-45.1% | $4,661-41.9% |
| Participant deferral / active EE | $6,780 | $8,427-19.5% | $8,070-16.0% | $6,689+1.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |