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 | $51,089 | $183,519-72.2% | $155,509-67.1% | $145,922-65.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 16.27% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,077 | $5,313-60.9% | $4,672-55.5% | $4,660-55.4% |
| Participant deferral / active EE | $7,729 | $6,462+19.6% | $5,626+37.4% | $6,688+15.6% |
| Admin fee / account holder | $85 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |