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 | $53,062 | $74,888-29.1% | $71,209-25.5% | $142,382-62.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 14.55% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,499 | $2,854-12.4% | $2,721-8.1% | $4,299-41.9% |
| Participant deferral / active EE | $8,491 | $4,454+90.6% | $4,175+103.4% | $6,507+30.5% |
| Admin fee / account holder | $191 | $5,568-96.6% | $5,349-96.4% | $12,624-98.5% |