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 | $105,579 | $177,572-40.5% | $154,803-31.8% | $142,382-25.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 24.27% | 65.07%-40.8pp | 58.88%-34.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $15,941 | $4,810+231.4% | $4,305+270.3% | $4,299+270.8% |
| Participant deferral / active EE | $15,667 | $6,272+149.8% | $5,540+182.8% | $6,507+140.8% |
| Admin fee / account holder | $162 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |