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 | $72,192 | $114,381-36.9% | $107,525-32.9% | $142,382-49.3% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 14.05% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,430 | $4,015-39.5% | $3,754-35.3% | $4,299-43.5% |
| Participant deferral / active EE | $14,768 | $5,564+165.4% | $5,116+188.7% | $6,507+127.0% |
| Admin fee / account holder | $86 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |