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 | $144,880 | $127,065+14.0% | $113,168+28.0% | $142,382+1.8% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 16.04% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,986 | $3,442-42.3% | $2,975-33.2% | $4,299-53.8% |
| Participant deferral / active EE | $7,355 | $5,716+28.7% | $5,107+44.0% | $6,507+13.0% |
| Admin fee / account holder | $12 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |