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 | $61,625 | $106,584-42.2% | $101,326-39.2% | $142,382-56.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 24.19% | 36.93%-12.7pp | 36.82%-12.6pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,852 | $3,956-53.2% | $3,665-49.5% | $4,299-56.9% |
| Participant deferral / active EE | $20,168 | $8,297+143.1% | $7,994+152.3% | $6,507+209.9% |
| Admin fee / account holder | $165 | $11,446-98.6% | $11,185-98.5% | $12,624-98.7% |