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 | $25,935 | $177,572-85.4% | $154,803-83.2% | $142,382-81.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 48.82% | 65.07%-16.3pp | 58.88%-10.1pp | 217.08%-168.3pp |
| Employer contribution / active EE | $2,399 | $4,810-50.1% | $4,305-44.3% | $4,299-44.2% |
| Participant deferral / active EE | $5,240 | $6,272-16.4% | $5,540-5.4% | $6,507-19.5% |
| Admin fee / account holder | $251 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |