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 | $14,157 | $106,515-86.7% | $96,683-85.4% | $139,434-89.8% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 24.56% | 38.43%-13.9pp | 35.69%-11.1pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,275 | $4,103-68.9% | $3,737-65.9% | $4,751-73.2% |
| Participant deferral / active EE | $1,605 | $5,454-70.6% | $4,878-67.1% | $6,710-76.1% |
| Admin fee / account holder | $34 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |