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 | $26,289 | $112,881-76.7% | $90,951-71.1% | $158,922-83.5% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 21.07% | 215.79%-194.7pp | 134.60%-113.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $904 | $2,893-68.7% | $2,122-57.4% | $4,761-81.0% |
| Participant deferral / active EE | $1,432 | $4,128-65.3% | $3,373-57.5% | $5,982-76.1% |
| Admin fee / account holder | $246 | $8,041-96.9% | $5,959-95.9% | $11,246-97.8% |