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 | $21,104 | $69,207-69.5% | $64,056-67.1% | $139,434-84.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 21.20% | 45.88%-24.7pp | 33.69%-12.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $913 | $3,182-71.3% | $2,747-66.8% | $4,751-80.8% |
| Participant deferral / active EE | $2,052 | $4,682-56.2% | $3,880-47.1% | $6,710-69.4% |
| Admin fee / account holder | $26 | $4,244-99.4% | $3,068-99.2% | $11,403-99.8% |