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 | $46,265 | $175,202-73.6% | $149,673-69.1% | $139,434-66.8% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 40.99% | 166.71%-125.7pp | 134.42%-93.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | $6,603 | $5,474+20.6% | $4,818+37.1% | $4,751+39.0% |
| Participant deferral / active EE | $8,758 | $6,519+34.4% | $5,680+54.2% | $6,710+30.5% |
| Admin fee / account holder | $254 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |