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 | $40,180 | $185,822-78.4% | $169,993-76.4% | $139,434-71.2% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 26.26% | 60.50%-34.2pp | 53.37%-27.1pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,818 | $7,590-76.1% | $6,785-73.2% | $4,751-61.7% |
| Participant deferral / active EE | $4,752 | $11,622-59.1% | $10,408-54.3% | $6,710-29.2% |
| Admin fee / account holder | $219 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |