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 | $111,535-68.0% | $105,223-66.1% | $137,256-74.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 17.47% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,283 | $3,939-42.1% | $3,689-38.1% | $4,156-45.1% |
| Participant deferral / active EE | $2,283 | $5,500-58.5% | $5,072-55.0% | $6,407-64.4% |
| Admin fee / account holder | $197 | $9,721-98.0% | $8,859-97.8% | $12,270-98.4% |