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 | $61,737 | $183,519-66.4% | $155,509-60.3% | $145,922-57.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.02% | 61.17%-47.1pp | 64.67%-50.6pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,442 | $5,313-72.9% | $4,672-69.1% | $4,660-69.0% |
| Participant deferral / active EE | $7,458 | $6,462+15.4% | $5,626+32.6% | $6,688+11.5% |
| Admin fee / account holder | $134 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |