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 | $55,424 | $124,281-55.4% | $109,143-49.2% | $167,490-66.9% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 19.83% | 26.04%-6.2pp | 25.75%-5.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,018 | $4,207-52.0% | $3,722-45.8% | $4,837-58.3% |
| Participant deferral / active EE | $3,289 | $5,255-37.4% | $4,653-29.3% | $6,341-48.1% |
| Admin fee / account holder | $19 | $7,970-99.8% | $6,752-99.7% | $12,309-99.8% |