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 6-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 | $143,785 | $78,672+82.8% | $109,143+31.7% | $85,850+67.5% |
| Participation rate | 55.1% | 68.3%-13.2pp | 75.9%-20.8pp | 69.3%-14.2pp |
| Annual return | 15.44% | 25.09%-9.6pp | 25.75%-10.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,738 | $2,735-36.4% | $3,722-53.3% | $2,565-32.2% |
| Participant deferral / active EE | $4,355 | $3,467+25.6% | $4,653-6.4% | $3,952+10.2% |
| Admin fee / account holder | $251 | $5,469-95.4% | $6,752-96.3% | $6,260-96.0% |