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 | $58,494 | $85,022-31.2% | $70,515-17.0% | $139,434-58.0% |
| Participation rate | 36.4% | 73.9%-37.5pp | 68.3%-32.0pp | 80.3%-44.0pp |
| Annual return | 12.63% | 30.38%-17.8pp | 32.77%-20.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $947 | $3,909-75.8% | $2,973-68.2% | $4,751-80.1% |
| Participant deferral / active EE | $3,042 | $5,890-48.4% | $4,567-33.4% | $6,710-54.7% |
| Admin fee / account holder | $15 | $8,906-99.8% | $6,412-99.8% | $11,403-99.9% |