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 | $50,147 | $102,616-51.1% | $81,983-38.8% | $158,922-68.4% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 33.32% | 61.04%-27.7pp | 41.31%-8.0pp | 302.83%-269.5pp |
| Employer contribution / active EE | $3,544 | $3,240+9.4% | $2,498+41.9% | $4,761-25.6% |
| Participant deferral / active EE | $13,000 | $4,648+179.7% | $3,722+249.3% | $5,982+117.3% |
| Admin fee / account holder | $15 | $8,235-99.8% | $5,664-99.7% | $11,246-99.9% |