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 | $64,674 | $68,097-5.0% | $62,929+2.8% | $137,256-52.9% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 22.05% | 1859.11%-1837.1pp | 1063.93%-1041.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,955 | $2,811-30.4% | $2,505-21.9% | $4,156-53.0% |
| Participant deferral / active EE | $10,227 | $4,553+124.6% | $3,888+163.0% | $6,407+59.6% |
| Admin fee / account holder | $107 | $6,521-98.4% | $5,065-97.9% | $12,270-99.1% |