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 | $36,821 | $159,602-76.9% | $150,045-75.5% | $142,382-74.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 25.43% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $6,426 | $4,961+29.5% | $4,693+36.9% | $4,299+49.5% |
| Participant deferral / active EE | $12,136 | $8,310+46.0% | $7,997+51.8% | $6,507+86.5% |
| Admin fee / account holder | $71 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |