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 | $33,204 | $114,381-71.0% | $107,525-69.1% | $142,382-76.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 27.22% | 242.71%-215.5pp | 181.32%-154.1pp | 217.08%-189.9pp |
| Employer contribution / active EE | $2,995 | $4,015-25.4% | $3,754-20.2% | $4,299-30.3% |
| Participant deferral / active EE | $4,333 | $5,564-22.1% | $5,116-15.3% | $6,507-33.4% |
| Admin fee / account holder | $127 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |