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 5-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 | $40,964 | $118,427-65.4% | $66,042-38.0% | $142,382-71.2% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 21.62% | 35.57%-14.0pp | 52.11%-30.5pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,483 | $2,570+74.4% | $1,579+183.8% | $4,299+4.3% |
| Participant deferral / active EE | $6,507 | $4,311+50.9% | $2,835+129.5% | $6,5070% |
| Admin fee / account holder | $76 | $9,593-99.2% | $5,747-98.7% | $12,624-99.4% |