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 | $62,575 | $118,849-47.3% | $96,562-35.2% | $167,490-62.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 18.04% | 50.49%-32.4pp | 37.78%-19.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,327 | $3,120-57.5% | $2,356-43.7% | $4,837-72.6% |
| Participant deferral / active EE | $6,667 | $4,616+44.4% | $3,849+73.2% | $6,341+5.1% |
| Admin fee / account holder | $20 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |