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 | $57,675 | $177,572-67.5% | $154,803-62.7% | $142,382-59.5% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | 26.17% | 65.07%-38.9pp | 58.88%-32.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,373 | $4,810-71.5% | $4,305-68.1% | $4,299-68.1% |
| Participant deferral / active EE | $10,371 | $6,272+65.4% | $5,540+87.2% | $6,507+59.4% |
| Admin fee / account holder | $290 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |