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 | $20,542 | $107,334-80.9% | $92,893-77.9% | $152,861-86.6% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 54.56% | 145.58%-91.0pp | 109.41%-54.9pp | 345.32%-290.8pp |
| Employer contribution / active EE | $791 | $4,221-81.3% | $3,653-78.3% | $4,762-83.4% |
| Participant deferral / active EE | $3,125 | $4,845-35.5% | $4,236-26.2% | $5,850-46.6% |
| Admin fee / account holder | $87 | $7,079-98.8% | $5,794-98.5% | $11,596-99.2% |