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 | $39,191 | $183,519-78.6% | $155,509-74.8% | $145,922-73.1% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.0pp | 80.3%-34.1pp |
| Annual return | 13.94% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,801 | $5,313-66.1% | $4,672-61.5% | $4,660-61.3% |
| Participant deferral / active EE | $3,434 | $6,462-46.9% | $5,626-39.0% | $6,688-48.7% |
| Admin fee / account holder | $32 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |