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 | $80,305 | $74,888+7.2% | $71,209+12.8% | $142,382-43.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 27.32% | 345.14%-317.8pp | 282.51%-255.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $1,759 | $2,854-38.4% | $2,721-35.4% | $4,299-59.1% |
| Participant deferral / active EE | $15,667 | $4,454+251.7% | $4,175+275.2% | $6,507+140.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |