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 | $48,864 | $177,572-72.5% | $154,803-68.4% | $142,382-65.7% |
| Participation rate | 64.3% | 82.1%-17.8pp | 78.1%-13.8pp | 80.1%-15.8pp |
| Annual return | 20.25% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,894 | $4,810-60.6% | $4,305-56.0% | $4,299-55.9% |
| Participant deferral / active EE | $7,010 | $6,272+11.8% | $5,540+26.5% | $6,507+7.7% |
| Admin fee / account holder | $1 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |