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 | $24,456 | $106,515-77.0% | $96,683-74.7% | $139,434-82.5% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 13.09% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,817 | $4,103-55.7% | $3,737-51.4% | $4,751-61.8% |
| Participant deferral / active EE | $2,638 | $5,454-51.6% | $4,878-45.9% | $6,710-60.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |