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 | $237,349 | $181,894+30.5% | $156,549+51.6% | $273,961-13.4% |
| Participation rate | 41.7% | 88.4%-46.7pp | 84.0%-42.3pp | 83.0%-41.3pp |
| Annual return | 7.80% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,591 | $6,248-74.5% | $5,501-71.1% | $4,869-67.3% |
| Participant deferral / active EE | $3,655 | $5,550-34.1% | $4,871-25.0% | $5,287-30.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |