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 | $45,228 | $73,933-38.8% | $96,683-53.2% | $75,163-39.8% |
| Participation rate | 20.7% | 66.4%-45.7pp | 74.3%-53.7pp | 67.2%-46.5pp |
| Annual return | 20.15% | 26.70%-6.6pp | 35.69%-15.5pp | 160.62%-140.5pp |
| Employer contribution / active EE | $829 | $2,928-71.7% | $3,737-77.8% | $2,670-68.9% |
| Participant deferral / active EE | $2,817 | $3,659-23.0% | $4,878-42.2% | $4,125-31.7% |
| Admin fee / account holder | $51 | $5,216-99.0% | $6,730-99.2% | $5,651-99.1% |