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 | $16,202 | $90,348-82.1% | $75,972-78.7% | $145,922-88.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 17.88% | 620.88%-603.0pp | 359.55%-341.7pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,353 | $3,311-59.1% | $2,685-49.6% | $4,660-71.0% |
| Participant deferral / active EE | $3,237 | $5,162-37.3% | $4,255-23.9% | $6,688-51.6% |
| Admin fee / account holder | $224 | $8,467-97.4% | $6,467-96.5% | $13,397-98.3% |