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 | $73,848 | $172,111-57.1% | $150,298-50.9% | $137,256-46.2% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 23.27% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,088 | $4,636-55.0% | $4,154-49.7% | $4,156-49.8% |
| Participant deferral / active EE | $6,056 | $6,166-1.8% | $5,453+11.1% | $6,407-5.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |