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 7-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 | $97,835 | $159,602-38.7% | $150,045-34.8% | $142,382-31.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 17.66% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,305 | $4,961-53.5% | $4,693-50.9% | $4,299-46.4% |
| Participant deferral / active EE | $6,085 | $8,310-26.8% | $7,997-23.9% | $6,507-6.5% |
| Admin fee / account holder | $99 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |