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 | $33,986 | $179,726-81.1% | $156,263-78.3% | $142,382-76.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 33.00% | 77.86%-44.9pp | 59.47%-26.5pp | 217.08%-184.1pp |
| Employer contribution / active EE | $4,162 | $5,069-17.9% | $4,333-4.0% | $4,299-3.2% |
| Participant deferral / active EE | $4,619 | $6,956-33.6% | $6,158-25.0% | $6,507-29.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |