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 | $65,417 | $177,572-63.2% | $154,803-57.7% | $142,382-54.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 22.88% | 65.07%-42.2pp | 58.88%-36.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $6,137 | $4,810+27.6% | $4,305+42.5% | $4,299+42.7% |
| Participant deferral / active EE | $9,363 | $6,272+49.3% | $5,540+69.0% | $6,507+43.9% |
| Admin fee / account holder | $248 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |