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 | $145,964 | $214,378-31.9% | $200,582-27.2% | $142,382+2.5% |
| Participation rate | 54.5% | 87.4%-32.9pp | 86.9%-32.3pp | 80.1%-25.6pp |
| Annual return | 114.33% | 46.41%+67.9pp | 42.33%+72.0pp | 217.08%-102.7pp |
| Employer contribution / active EE | $5,182 | $6,841-24.3% | $6,419-19.3% | $4,299+20.5% |
| Participant deferral / active EE | $8,256 | $9,865-16.3% | $9,331-11.5% | $6,507+26.9% |
| Admin fee / account holder | $92 | $17,692-99.5% | $16,305-99.4% | $12,624-99.3% |