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 | $66,745 | $154,228-56.7% | $145,433-54.1% | $137,256-51.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 36.29% | 74.59%-38.3pp | 66.58%-30.3pp | 220.34%-184.1pp |
| Employer contribution / active EE | $2,652 | $4,804-44.8% | $4,554-41.8% | $4,156-36.2% |
| Participant deferral / active EE | $9,992 | $8,216+21.6% | $7,897+26.5% | $6,407+56.0% |
| Admin fee / account holder | $251 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |