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 | $20,141 | $95,266-78.9% | $82,389-75.6% | $142,382-85.9% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.5%-26.7pp | 80.1%-37.3pp |
| Annual return | 11.95% | 25.74%-13.8pp | 28.67%-16.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,035 | $2,991-65.4% | $2,517-58.9% | $4,299-75.9% |
| Participant deferral / active EE | $1,183 | $4,809-75.4% | $4,155-71.5% | $6,507-81.8% |
| Admin fee / account holder | $97 | $8,563-98.9% | $7,231-98.7% | $12,624-99.2% |