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 | $51,438 | $24,730+108.0% | $66,042-22.1% | $84,808-39.3% |
| Participation rate | 32.3% | 68.1%-35.8pp | 67.5%-35.2pp | 68.3%-36.1pp |
| Annual return | 19.84% | 79.55%-59.7pp | 52.11%-32.3pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,072 | $857+25.1% | $1,579-32.1% | $2,631-59.3% |
| Participant deferral / active EE | $2,250 | $1,737+29.5% | $2,835-20.7% | $4,212-46.6% |
| Admin fee / account holder | $127 | $3,014-95.8% | $5,747-97.8% | $7,344-98.3% |