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 | $58,169 | $172,111-66.2% | $150,298-61.3% | $137,256-57.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 30.05% | 69.37%-39.3pp | 62.79%-32.7pp | 220.34%-190.3pp |
| Employer contribution / active EE | $3,300 | $4,636-28.8% | $4,154-20.6% | $4,156-20.6% |
| Participant deferral / active EE | $7,242 | $6,166+17.5% | $5,453+32.8% | $6,407+13.0% |
| Admin fee / account holder | $104 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |