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 | $69,753 | $159,602-56.3% | $150,045-53.5% | $142,382-51.0% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.3%-53.8pp | 80.1%-51.5pp |
| Annual return | 27.14% | 70.24%-43.1pp | 62.55%-35.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,516 | $4,961-69.4% | $4,693-67.7% | $4,299-64.7% |
| Participant deferral / active EE | $3,299 | $8,310-60.3% | $7,997-58.7% | $6,507-49.3% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |