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 6-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 | $49,274 | $106,584-53.8% | $101,326-51.4% | $142,382-65.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 22.28% | 36.93%-14.6pp | 36.82%-14.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,210 | $3,956-44.1% | $3,665-39.7% | $4,299-48.6% |
| Participant deferral / active EE | $6,814 | $8,297-17.9% | $7,994-14.8% | $6,507+4.7% |
| Admin fee / account holder | $80 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |