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 | $13,131 | $74,888-82.5% | $71,209-81.6% | $142,382-90.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 14.69% | 345.14%-330.5pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $400 | $2,854-86.0% | $2,721-85.3% | $4,299-90.7% |
| Participant deferral / active EE | $1,196 | $4,454-73.2% | $4,175-71.4% | $6,507-81.6% |
| Admin fee / account holder | $175 | $5,568-96.9% | $5,349-96.7% | $12,624-98.6% |