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 | $43,896 | $177,572-75.3% | $154,803-71.6% | $142,382-69.2% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 17.66% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,113 | $4,810-76.9% | $4,305-74.1% | $4,299-74.1% |
| Participant deferral / active EE | $4,569 | $6,272-27.1% | $5,540-17.5% | $6,507-29.8% |
| Admin fee / account holder | $202 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |