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 | $172,111-66.5% | $150,298-61.6% | $137,256-58.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 26.17% | 69.37%-43.2pp | 62.79%-36.6pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,373 | $4,636-70.4% | $4,154-66.9% | $4,156-67.0% |
| Participant deferral / active EE | $10,371 | $6,166+68.2% | $5,453+90.2% | $6,407+61.9% |
| Admin fee / account holder | $290 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |