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 | $32,498 | $96,635-66.4% | $86,612-62.5% | $139,434-76.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 19.54% | 106.41%-86.9pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $674 | $3,263-79.3% | $3,022-77.7% | $4,751-85.8% |
| Participant deferral / active EE | $1,925 | $4,836-60.2% | $4,438-56.6% | $6,710-71.3% |
| Admin fee / account holder | $297 | $6,408-95.4% | $5,614-94.7% | $11,403-97.4% |