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 6-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 | $54,201 | $117,841-54.0% | $102,423-47.1% | $145,922-62.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-46.9pp |
| Annual return | 11.21% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,317 | $3,615-35.9% | $3,023-23.3% | $4,660-50.3% |
| Participant deferral / active EE | $5,641 | $5,731-1.6% | $5,053+11.6% | $6,688-15.7% |
| Admin fee / account holder | $64 | $13,326-99.5% | $9,451-99.3% | $13,397-99.5% |