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 5-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 | $33,141 | $106,515-68.9% | $96,683-65.7% | $139,434-76.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 22.28% | 38.43%-16.1pp | 35.69%-13.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,454 | $4,103-40.2% | $3,737-34.3% | $4,751-48.3% |
| Participant deferral / active EE | $8,822 | $5,454+61.8% | $4,878+80.8% | $6,710+31.5% |
| Admin fee / account holder | $209 | $7,877-97.3% | $6,730-96.9% | $11,403-98.2% |