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 | $49,122 | $154,228-68.1% | $145,433-66.2% | $137,256-64.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 34.17% | 74.59%-40.4pp | 66.58%-32.4pp | 220.34%-186.2pp |
| Employer contribution / active EE | $6,094 | $4,804+26.9% | $4,554+33.8% | $4,156+46.6% |
| Participant deferral / active EE | $11,472 | $8,216+39.6% | $7,897+45.3% | $6,407+79.1% |
| Admin fee / account holder | $78 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |