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 | $60,080 | $172,111-65.1% | $150,298-60.0% | $137,256-56.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 19.69% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,066 | $4,636-77.0% | $4,154-74.3% | $4,156-74.4% |
| Participant deferral / active EE | $6,589 | $6,166+6.9% | $5,453+20.8% | $6,407+2.8% |
| Admin fee / account holder | $136 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |