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 | $18,983 | $101,618-81.3% | $93,063-79.6% | $137,256-86.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 20.40% | 223.95%-203.5pp | 34.15%-13.8pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,144 | $2,707-20.8% | $2,476-13.4% | $4,156-48.4% |
| Participant deferral / active EE | $3,127 | $4,279-26.9% | $3,958-21.0% | $6,407-51.2% |
| Admin fee / account holder | $43 | $6,198-99.3% | $6,033-99.3% | $12,270-99.7% |