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 | $137,783 | $159,602-13.7% | $150,045-8.2% | $142,382-3.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 18.15% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,969 | $4,961-40.1% | $4,693-36.7% | $4,299-30.9% |
| Participant deferral / active EE | $8,779 | $8,310+5.6% | $7,997+9.8% | $6,507+34.9% |
| Admin fee / account holder | $146 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |