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 | $111,631 | $97,125+14.9% | $86,233+29.5% | $137,256-18.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 22.54% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,100 | $2,841-61.3% | $2,504-56.1% | $4,156-73.5% |
| Participant deferral / active EE | $14,933 | $5,180+188.3% | $4,559+227.5% | $6,407+133.1% |
| Admin fee / account holder | $61 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |