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 | $47,384 | $185,822-74.5% | $169,993-72.1% | $139,434-66.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 202.24% | 60.50%+141.7pp | 53.37%+148.9pp | 372.94%-170.7pp |
| Employer contribution / active EE | $5,969 | $7,590-21.4% | $6,785-12.0% | $4,751+25.6% |
| Participant deferral / active EE | $14,925 | $11,622+28.4% | $10,408+43.4% | $6,710+122.4% |
| Admin fee / account holder | $31 | $15,381-99.8% | $12,815-99.8% | $11,403-99.7% |