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 | $159,602-58.2% | $150,045-55.5% | $142,382-53.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 36.29% | 70.24%-34.0pp | 62.55%-26.3pp | 217.08%-180.8pp |
| Employer contribution / active EE | $2,652 | $4,961-46.5% | $4,693-43.5% | $4,299-38.3% |
| Participant deferral / active EE | $9,992 | $8,310+20.2% | $7,997+24.9% | $6,507+53.5% |
| Admin fee / account holder | $251 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |