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 | $42,915 | $124,281-65.5% | $109,143-60.7% | $167,490-74.4% |
| Participation rate | 46.2% | 79.4%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 29.60% | 26.04%+3.6pp | 25.75%+3.9pp | 478.56%-449.0pp |
| Employer contribution / active EE | $1,721 | $4,207-59.1% | $3,722-53.8% | $4,837-64.4% |
| Participant deferral / active EE | $7,044 | $5,255+34.0% | $4,653+51.4% | $6,341+11.1% |
| Admin fee / account holder | $19 | $7,970-99.8% | $6,752-99.7% | $12,309-99.8% |