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 4-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 | $56,686 | $127,065-55.4% | $113,168-49.9% | $142,382-60.2% |
| Participation rate | 27.3% | 79.2%-51.9pp | 76.6%-49.3pp | 80.1%-52.8pp |
| Annual return | 26.55% | 24.03%+2.5pp | 24.27%+2.3pp | 217.08%-190.5pp |
| Employer contribution / active EE | $4,631 | $3,442+34.5% | $2,975+55.7% | $4,299+7.7% |
| Participant deferral / active EE | $2,407 | $5,716-57.9% | $5,107-52.9% | $6,507-63.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |