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 | $53,868 | $99,877-46.1% | $84,966-36.6% | $145,922-63.1% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 19.43% | 83.76%-64.3pp | 66.38%-47.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,433 | $3,231-55.7% | $2,727-47.5% | $4,660-69.2% |
| Participant deferral / active EE | $9,284 | $5,291+75.5% | $4,519+105.4% | $6,688+38.8% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |