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 | $43,376 | $183,519-76.4% | $155,509-72.1% | $145,922-70.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.57% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,855 | $5,313-65.1% | $4,672-60.3% | $4,660-60.2% |
| Participant deferral / active EE | $7,346 | $6,462+13.7% | $5,626+30.6% | $6,688+9.8% |
| Admin fee / account holder | $145 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |