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 3-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 | $40,413 | $177,572-77.2% | $154,803-73.9% | $142,382-71.6% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 21.16% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,113 | $4,810-56.1% | $4,305-50.9% | $4,299-50.8% |
| Participant deferral / active EE | $6,962 | $6,272+11.0% | $5,540+25.7% | $6,507+7.0% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |