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 | $22,025 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 29.67% | 70.24%-40.6pp | 62.55%-32.9pp | 217.08%-187.4pp |
| Employer contribution / active EE | $3,405 | $4,961-31.4% | $4,693-27.4% | $4,299-20.8% |
| Participant deferral / active EE | $4,444 | $8,310-46.5% | $7,997-44.4% | $6,507-31.7% |
| Admin fee / account holder | $4 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |