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 | $35,705 | $165,984-78.5% | $164,813-78.3% | $145,922-75.5% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.6%-23.0pp | 80.3%-24.7pp |
| Annual return | 22.15% | 100.03%-77.9pp | 69.93%-47.8pp | 561.29%-539.1pp |
| Employer contribution / active EE | $3,070 | $5,273-41.8% | $4,341-29.3% | $4,660-34.1% |
| Participant deferral / active EE | $5,691 | $6,959-18.2% | $6,031-5.7% | $6,688-14.9% |
| Admin fee / account holder | $254 | $16,648-98.5% | $12,690-98.0% | $13,397-98.1% |