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 | $28,706 | $68,547-58.1% | $120,354-76.1% | $80,856-64.5% |
| Participation rate | 50.0% | 61.6%-11.6pp | 71.9%-21.9pp | 67.6%-17.6pp |
| Annual return | 13.33% | 23.60%-10.3pp | 107.15%-93.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,854 | $2,051-9.6% | $3,463-46.5% | $2,755-32.7% |
| Participant deferral / active EE | $4,281 | $3,173+34.9% | $4,991-14.2% | $4,296-0.4% |
| Admin fee / account holder | $184 | $5,732-96.8% | $9,423-98.0% | $6,918-97.3% |