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 | $14,992 | $77,899-80.8% | $149,673-90.0% | $75,163-80.1% |
| Participation rate | 34.1% | 65.6%-31.4pp | 78.8%-44.6pp | 67.2%-33.0pp |
| Annual return | 24.54% | 31.72%-7.2pp | 134.42%-109.9pp | 160.62%-136.1pp |
| Employer contribution / active EE | $842 | $3,137-73.2% | $4,818-82.5% | $2,670-68.5% |
| Participant deferral / active EE | $1,658 | $3,411-51.4% | $5,680-70.8% | $4,125-59.8% |
| Admin fee / account holder | $188 | $5,956-96.9% | $13,210-98.6% | $5,651-96.7% |