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 | $40,849 | $106,584-61.7% | $101,326-59.7% | $142,382-71.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 21.37% | 36.93%-15.6pp | 36.82%-15.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $3,518 | $3,956-11.1% | $3,665-4.0% | $4,299-18.2% |
| Participant deferral / active EE | $8,937 | $8,297+7.7% | $7,994+11.8% | $6,507+37.3% |
| Admin fee / account holder | $71 | $11,446-99.4% | $11,185-99.4% | $12,624-99.4% |