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 | $66,180 | $183,519-63.9% | $155,509-57.4% | $145,922-54.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 16.71% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,616 | $5,313-13.1% | $4,672-1.2% | $4,660-0.9% |
| Participant deferral / active EE | $15,737 | $6,462+143.5% | $5,626+179.7% | $6,688+135.3% |
| Admin fee / account holder | $134 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |