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 4-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 | $109,847 | $159,602-31.2% | $150,045-26.8% | $142,382-22.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 24.04% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $4,183 | $4,961-15.7% | $4,693-10.9% | $4,299-2.7% |
| Participant deferral / active EE | $10,926 | $8,310+31.5% | $7,997+36.6% | $6,507+67.9% |
| Admin fee / account holder | $110 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |