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 | $99,733 | $172,478-42.2% | $145,661-31.5% | $142,382-30.0% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.2%-17.2pp | 80.1%-20.1pp |
| Annual return | 18.75% | 151.09%-132.3pp | 101.46%-82.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,446 | $4,899-29.7% | $4,238-18.7% | $4,299-19.8% |
| Participant deferral / active EE | $12,820 | $8,348+53.6% | $7,198+78.1% | $6,507+97.0% |
| Admin fee / account holder | $196 | $16,864-98.8% | $12,466-98.4% | $12,624-98.4% |