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 | $43,442 | $183,592-76.3% | $155,567-72.1% | $145,959-70.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 15.79% | 61.24%-45.4pp | 64.74%-48.9pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,530 | $5,315-71.2% | $4,674-67.3% | $4,661-67.2% |
| Participant deferral / active EE | $5,286 | $6,464-18.2% | $5,628-6.1% | $6,689-21.0% |
| Admin fee / account holder | $166 | $19,318-99.1% | $15,916-99.0% | $13,398-98.8% |