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 | $44,061 | $78,926-44.2% | $136,749-67.8% | $84,808-48.0% |
| Participation rate | 66.7% | 62.2%+4.5pp | 72.1%-5.5pp | 68.3%-1.6pp |
| Annual return | 24.35% | 18.17%+6.2pp | 24.33%0pp | 40.90%-16.5pp |
| Employer contribution / active EE | $2,447 | $2,134+14.7% | $3,400-28.0% | $2,631-7.0% |
| Participant deferral / active EE | $3,388 | $3,168+6.9% | $4,692-27.8% | $4,212-19.6% |
| Admin fee / account holder | $0 | $6,369-100.0% | $11,386-100.0% | $7,344-100.0% |