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 | $31,121 | $176,056-82.3% | $159,436-80.5% | $167,490-81.4% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 16.43% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,290 | $5,297-56.8% | $4,829-52.6% | $4,837-52.7% |
| Participant deferral / active EE | $3,118 | $7,750-59.8% | $7,352-57.6% | $6,341-50.8% |
| Admin fee / account holder | $220 | $12,554-98.3% | $10,799-98.0% | $12,309-98.2% |