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 | $35,698 | $114,381-68.8% | $107,525-66.8% | $142,382-74.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 17.47% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,283 | $4,015-43.1% | $3,754-39.2% | $4,299-46.9% |
| Participant deferral / active EE | $2,283 | $5,564-59.0% | $5,116-55.4% | $6,507-64.9% |
| Admin fee / account holder | $197 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |