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 6-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 | $51,426 | $148,534-65.4% | $135,903-62.2% | $139,434-63.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.89% | 79.19%-59.3pp | 68.23%-48.3pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,148 | $5,243-78.1% | $4,856-76.4% | $4,751-75.8% |
| Participant deferral / active EE | $7,681 | $8,100-5.2% | $7,758-1.0% | $6,710+14.5% |
| Admin fee / account holder | $64 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |