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 | $43,914 | $111,535-60.6% | $105,223-58.3% | $137,256-68.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 15.44% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,300 | $3,939-67.0% | $3,689-64.8% | $4,156-68.7% |
| Participant deferral / active EE | $2,600 | $5,500-52.7% | $5,072-48.7% | $6,407-59.4% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |