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 3-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 | $90,466 | $172,478-47.5% | $145,661-37.9% | $142,382-36.5% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 37.76% | 151.09%-113.3pp | 101.46%-63.7pp | 217.08%-179.3pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,252 | $8,348-1.1% | $7,198+14.6% | $6,507+26.8% |
| Admin fee / account holder | $164 | $16,864-99.0% | $12,466-98.7% | $12,624-98.7% |