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 | $81,938 | $209,336-60.9% | $197,124-58.4% | $137,256-40.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 21.65% | 48.09%-26.4pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,354 | $6,591-64.3% | $6,227-62.2% | $4,156-43.4% |
| Participant deferral / active EE | $10,887 | $9,614+13.2% | $9,135+19.2% | $6,407+69.9% |
| Admin fee / account holder | $48 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |