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 6-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 | $26,171 | $112,729-76.8% | $98,716-73.5% | $137,256-80.9% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.3%-16.0pp | 80.0%-26.6pp |
| Annual return | 17.50% | 38.48%-21.0pp | 31.81%-14.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,257 | $2,725-53.9% | $2,279-44.8% | $4,156-69.8% |
| Participant deferral / active EE | $3,142 | $4,640-32.3% | $4,048-22.4% | $6,407-51.0% |
| Admin fee / account holder | $95 | $10,129-99.1% | $8,703-98.9% | $12,270-99.2% |