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 | $44,820 | $138,044-67.5% | $125,339-64.2% | $134,475-66.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 11.19% | 750.33%-739.1pp | 572.05%-560.9pp | 417.96%-406.8pp |
| Employer contribution / active EE | $4,925 | $5,243-6.1% | $4,814+2.3% | $4,740+3.9% |
| Participant deferral / active EE | $4,940 | $7,799-36.7% | $7,446-33.7% | $6,400-22.8% |
| Admin fee / account holder | $36 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |