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 | $66,740 | $172,111-61.2% | $150,298-55.6% | $137,256-51.4% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 20.06% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,837 | $4,636-60.4% | $4,154-55.8% | $4,156-55.8% |
| Participant deferral / active EE | $9,261 | $6,166+50.2% | $5,453+69.9% | $6,407+44.6% |
| Admin fee / account holder | $297 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |