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 | $47,112 | $148,534-68.3% | $135,903-65.3% | $139,434-66.2% |
| Participation rate | 30.8% | 83.9%-53.1pp | 81.9%-51.1pp | 80.3%-49.5pp |
| Annual return | 22.89% | 79.19%-56.3pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,477 | $5,243-71.8% | $4,856-69.6% | $4,751-68.9% |
| Participant deferral / active EE | $4,777 | $8,100-41.0% | $7,758-38.4% | $6,710-28.8% |
| Admin fee / account holder | $56 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |