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 | $86,740 | $159,602-45.7% | $150,045-42.2% | $142,382-39.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 21.33% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,658 | $4,961-6.1% | $4,693-0.7% | $4,299+8.4% |
| Participant deferral / active EE | $7,000 | $8,310-15.8% | $7,997-12.5% | $6,507+7.6% |
| Admin fee / account holder | $182 | $14,846-98.8% | $13,435-98.6% | $12,624-98.6% |