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 | $35,537 | $183,592-80.6% | $155,567-77.2% | $145,959-75.7% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 16.20% | 61.24%-45.0pp | 64.74%-48.5pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,646 | $5,315-69.0% | $4,674-64.8% | $4,661-64.7% |
| Participant deferral / active EE | $5,749 | $6,464-11.1% | $5,628+2.2% | $6,689-14.0% |
| Admin fee / account holder | $206 | $19,318-98.9% | $15,916-98.7% | $13,398-98.5% |