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 4-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 | $82,762 | $177,572-53.4% | $154,803-46.5% | $142,382-41.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 21.62% | 65.07%-43.5pp | 58.88%-37.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,000 | $4,810-37.6% | $4,305-30.3% | $4,299-30.2% |
| Participant deferral / active EE | $11,750 | $6,272+87.4% | $5,540+112.1% | $6,507+80.6% |
| Admin fee / account holder | $271 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |