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 | $30,849 | $74,888-58.8% | $71,209-56.7% | $142,382-78.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 16.18% | 345.14%-329.0pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,181 | $2,854-23.6% | $2,721-19.8% | $4,299-49.3% |
| Participant deferral / active EE | $3,489 | $4,454-21.7% | $4,175-16.4% | $6,507-46.4% |
| Admin fee / account holder | $131 | $5,568-97.6% | $5,349-97.6% | $12,624-99.0% |