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 | $177,572-67.2% | $154,803-62.4% | $142,382-59.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 30.05% | 65.07%-35.0pp | 58.88%-28.8pp | 217.08%-187.0pp |
| Employer contribution / active EE | $3,300 | $4,810-31.4% | $4,305-23.4% | $4,299-23.2% |
| Participant deferral / active EE | $7,242 | $6,272+15.5% | $5,540+30.7% | $6,507+11.3% |
| Admin fee / account holder | $104 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |