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 | $90,933 | $177,572-48.8% | $154,803-41.3% | $142,382-36.1% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 36.91% | 65.07%-28.2pp | 58.88%-22.0pp | 217.08%-180.2pp |
| Employer contribution / active EE | $1,528 | $4,810-68.2% | $4,305-64.5% | $4,299-64.5% |
| Participant deferral / active EE | $6,276 | $6,272+0.1% | $5,540+13.3% | $6,507-3.6% |
| Admin fee / account holder | $180 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |