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 | $117,983-76.7% | $101,794-73.0% | $142,382-80.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 24.49% | 36.92%-12.4pp | 30.53%-6.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $800 | $2,773-71.2% | $2,289-65.1% | $4,299-81.4% |
| Participant deferral / active EE | $2,242 | $4,714-52.4% | $4,084-45.1% | $6,507-65.5% |
| Admin fee / account holder | $25 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |