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 | $33,709 | $154,228-78.1% | $145,433-76.8% | $137,256-75.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.64% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,770 | $4,804-63.2% | $4,554-61.1% | $4,156-57.4% |
| Participant deferral / active EE | $6,969 | $8,216-15.2% | $7,897-11.8% | $6,407+8.8% |
| Admin fee / account holder | $36 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |