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 6-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 | $45,154 | $165,335-72.7% | $149,696-69.8% | $158,922-71.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 28.19% | 348.15%-320.0pp | 276.60%-248.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $2,474 | $5,103-51.5% | $4,644-46.7% | $4,761-48.0% |
| Participant deferral / active EE | $6,816 | $7,181-5.1% | $6,842-0.4% | $5,982+13.9% |
| Admin fee / account holder | $261 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |