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 | $30,650 | $89,753-65.9% | $107,525-71.5% | $84,808-63.9% |
| Participation rate | 38.8% | 68.1%-29.3pp | 75.1%-36.3pp | 68.3%-29.5pp |
| Annual return | 20.80% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,238 | $3,113-60.3% | $3,754-67.0% | $2,631-53.0% |
| Participant deferral / active EE | $1,883 | $4,056-53.6% | $5,116-63.2% | $4,212-55.3% |
| Admin fee / account holder | $223 | $7,222-96.9% | $8,919-97.5% | $7,344-97.0% |