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 | $45,317 | $183,519-75.3% | $155,509-70.9% | $145,922-68.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 12.69% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,066 | $5,313-42.3% | $4,672-34.4% | $4,660-34.2% |
| Participant deferral / active EE | $4,463 | $6,462-30.9% | $5,626-20.7% | $6,688-33.3% |
| Admin fee / account holder | $147 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |