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 | $47,917 | $100,773-52.5% | $88,946-46.1% | $142,382-66.3% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.8%-30.4pp | 80.1%-41.7pp |
| Annual return | 23.92% | 70.18%-46.3pp | 57.82%-33.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,129 | $2,918-27.0% | $2,555-16.7% | $4,299-50.5% |
| Participant deferral / active EE | $4,507 | $5,230-13.8% | $4,581-1.6% | $6,507-30.7% |
| Admin fee / account holder | $186 | $9,693-98.1% | $8,261-97.7% | $12,624-98.5% |