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 | $11,917 | $74,888-84.1% | $71,209-83.3% | $142,382-91.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 18.80% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $559 | $2,854-80.4% | $2,721-79.5% | $4,299-87.0% |
| Participant deferral / active EE | $839 | $4,454-81.2% | $4,175-79.9% | $6,507-87.1% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |