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 | $40,599 | $54,705-25.8% | $71,209-43.0% | $84,808-52.1% |
| Participation rate | 28.3% | 64.1%-35.8pp | 73.8%-45.5pp | 68.3%-40.1pp |
| Annual return | 21.46% | 35.90%-14.4pp | 282.51%-261.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,054 | $2,158-51.2% | $2,721-61.3% | $2,631-59.9% |
| Participant deferral / active EE | $2,308 | $3,030-23.9% | $4,175-44.7% | $4,212-45.2% |
| Admin fee / account holder | $271 | $4,863-94.4% | $5,349-94.9% | $7,344-96.3% |