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 | $27,500 | $112,729-75.6% | $98,716-72.1% | $137,256-80.0% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 24.49% | 38.48%-14.0pp | 31.81%-7.3pp | 220.34%-195.9pp |
| Employer contribution / active EE | $800 | $2,725-70.7% | $2,279-64.9% | $4,156-80.8% |
| Participant deferral / active EE | $2,242 | $4,640-51.7% | $4,048-44.6% | $6,407-65.0% |
| Admin fee / account holder | $25 | $10,129-99.8% | $8,703-99.7% | $12,270-99.8% |