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 | $35,046 | $112,729-68.9% | $98,716-64.5% | $137,256-74.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 21.58% | 38.48%-16.9pp | 31.81%-10.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,661 | $2,725-39.0% | $2,279-27.1% | $4,156-60.0% |
| Participant deferral / active EE | $7,910 | $4,640+70.5% | $4,048+95.4% | $6,407+23.5% |
| Admin fee / account holder | $238 | $10,129-97.7% | $8,703-97.3% | $12,270-98.1% |