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 | $59,973 | $159,602-62.4% | $150,045-60.0% | $142,382-57.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 26.49% | 70.24%-43.7pp | 62.55%-36.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $4,270 | $4,961-13.9% | $4,693-9.0% | $4,299-0.7% |
| Participant deferral / active EE | $14,650 | $8,310+76.3% | $7,997+83.2% | $6,507+125.1% |
| Admin fee / account holder | $17 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |