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 | $23,451 | $179,726-87.0% | $156,263-85.0% | $142,382-83.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 26.63% | 77.86%-51.2pp | 59.47%-32.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $3,021 | $5,069-40.4% | $4,333-30.3% | $4,299-29.7% |
| Participant deferral / active EE | $6,647 | $6,956-4.4% | $6,158+7.9% | $6,507+2.1% |
| Admin fee / account holder | $37 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |