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 5-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 | $56,580 | $159,602-64.5% | $150,045-62.3% | $142,382-60.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.3%-42.3pp | 80.1%-40.1pp |
| Annual return | 20.17% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,158 | $4,961-76.7% | $4,693-75.3% | $4,299-73.1% |
| Participant deferral / active EE | $3,071 | $8,310-63.0% | $7,997-61.6% | $6,507-52.8% |
| Admin fee / account holder | $254 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |