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 | $96,050 | $159,602-39.8% | $150,045-36.0% | $142,382-32.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 15.29% | 70.24%-54.9pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,745 | $4,961-64.8% | $4,693-62.8% | $4,299-59.4% |
| Participant deferral / active EE | $6,346 | $8,310-23.6% | $7,997-20.6% | $6,507-2.5% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |