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 | $41,857 | $99,877-58.1% | $84,966-50.7% | $145,922-71.3% |
| Participation rate | 31.3% | 74.1%-42.8pp | 67.5%-36.3pp | 80.3%-49.0pp |
| Annual return | 63.54% | 83.76%-20.2pp | 66.38%-2.8pp | 561.29%-497.7pp |
| Employer contribution / active EE | $1,963 | $3,231-39.3% | $2,727-28.0% | $4,660-57.9% |
| Participant deferral / active EE | $4,158 | $5,291-21.4% | $4,519-8.0% | $6,688-37.8% |
| Admin fee / account holder | $113 | $7,248-98.4% | $6,149-98.2% | $13,397-99.2% |