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 | $94,709 | $201,272-52.9% | $184,203-48.6% | $145,922-35.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.65% | 29.00%-9.3pp | 28.81%-9.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $8,275 | $7,022+17.8% | $6,427+28.7% | $4,660+77.6% |
| Participant deferral / active EE | $17,477 | $9,806+78.2% | $9,131+91.4% | $6,688+161.3% |
| Admin fee / account holder | $106 | $16,364-99.4% | $13,901-99.2% | $13,397-99.2% |