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 | $33,528 | $73,933-54.7% | $96,683-65.3% | $75,163-55.4% |
| Participation rate | 29.6% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.6pp |
| Annual return | 23.11% | 26.70%-3.6pp | 35.69%-12.6pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,575 | $2,928-46.2% | $3,737-57.9% | $2,670-41.0% |
| Participant deferral / active EE | $3,068 | $3,659-16.1% | $4,878-37.1% | $4,125-25.6% |
| Admin fee / account holder | $173 | $5,216-96.7% | $6,730-97.4% | $5,651-96.9% |