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 3-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 | $35,793 | $127,065-71.8% | $113,168-68.4% | $142,382-74.9% |
| Participation rate | 0.0% | 79.2%-79.2pp | 76.6%-76.6pp | 80.1%-80.1pp |
| Annual return | 20.61% | 24.03%-3.4pp | 24.27%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,957 | $3,442+44.0% | $2,975+66.6% | $4,299+15.3% |
| Participant deferral / active EE | $5,100 | $5,716-10.8% | $5,107-0.1% | $6,507-21.6% |
| Admin fee / account holder | $169 | $15,736-98.9% | $12,068-98.6% | $12,624-98.7% |