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 | $52,310 | $176,947-70.4% | $116,228-55.0% | - |
| Participation rate | 54.5% | 61.8%-7.3pp | 74.6%-20.0pp | - |
| Annual return | 28.89% | 15.13%+13.8pp | 90.06%-61.2pp | - |
| Employer contribution / active EE | $2,301 | $2,196+4.8% | $2,994-23.1% | - |
| Participant deferral / active EE | $4,189 | $4,114+1.8% | $4,953-15.4% | - |
| Admin fee / account holder | $133 | $22,209-99.4% | $11,989-98.9% | - |