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 | $6,119 | $69,207-91.2% | $64,056-90.4% | $139,434-95.6% |
| Participation rate | 45.0% | 75.6%-30.6pp | 72.3%-27.3pp | 80.3%-35.3pp |
| Annual return | 18.41% | 45.88%-27.5pp | 33.69%-15.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $459 | $3,182-85.6% | $2,747-83.3% | $4,751-90.3% |
| Participant deferral / active EE | $991 | $4,682-78.8% | $3,880-74.5% | $6,710-85.2% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |