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 | $46,592 | $95,266-51.1% | $82,389-43.4% | $142,382-67.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 26.46% | 25.74%+0.7pp | 28.67%-2.2pp | 217.08%-190.6pp |
| Employer contribution / active EE | $4,500 | $2,991+50.4% | $2,517+78.8% | $4,299+4.7% |
| Participant deferral / active EE | $7,397 | $4,809+53.8% | $4,155+78.0% | $6,507+13.7% |
| Admin fee / account holder | $129 | $8,563-98.5% | $7,231-98.2% | $12,624-99.0% |