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 | $37,416 | $80,717-53.6% | $154,803-75.8% | $84,808-55.9% |
| Participation rate | 38.2% | 66.8%-28.6pp | 78.1%-39.8pp | 68.3%-30.1pp |
| Annual return | 20.82% | 37.96%-17.1pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,414 | $2,761-48.8% | $4,305-67.2% | $2,631-46.2% |
| Participant deferral / active EE | $1,939 | $3,303-41.3% | $5,540-65.0% | $4,212-54.0% |
| Admin fee / account holder | $154 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |