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 | $20,813 | $140,940-85.2% | $112,229-81.5% | $139,434-85.1% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 18.90% | 32.71%-13.8pp | 30.20%-11.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,400 | $4,283-67.3% | $3,430-59.2% | $4,751-70.5% |
| Participant deferral / active EE | $2,600 | $5,874-55.7% | $4,798-45.8% | $6,710-61.3% |
| Admin fee / account holder | $13 | $9,954-99.9% | $7,748-99.8% | $11,403-99.9% |