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 | $40,230 | $106,584-62.3% | $101,326-60.3% | $142,382-71.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 18.61% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,197 | $3,956-69.8% | $3,665-67.4% | $4,299-72.2% |
| Participant deferral / active EE | $3,439 | $8,297-58.5% | $7,994-57.0% | $6,507-47.1% |
| Admin fee / account holder | $223 | $11,446-98.0% | $11,185-98.0% | $12,624-98.2% |