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 | $60,286 | $154,228-60.9% | $145,433-58.5% | $137,256-56.1% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 26.21% | 74.59%-48.4pp | 66.58%-40.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,703 | $4,804-64.6% | $4,554-62.6% | $4,156-59.0% |
| Participant deferral / active EE | $6,163 | $8,216-25.0% | $7,897-22.0% | $6,407-3.8% |
| Admin fee / account holder | $234 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |