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 4-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 | $62,764 | $183,519-65.8% | $155,509-59.6% | $145,922-57.0% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 20.21% | 61.17%-41.0pp | 64.67%-44.5pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,890 | $5,313-45.6% | $4,672-38.2% | $4,660-38.0% |
| Participant deferral / active EE | $4,942 | $6,462-23.5% | $5,626-12.2% | $6,688-26.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |