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 3-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 | $23,167 | $159,901-85.5% | $146,958-84.2% | $145,922-84.1% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 20.86% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,289 | $5,286-75.6% | $4,933-73.9% | $4,660-72.3% |
| Participant deferral / active EE | $5,083 | $8,428-39.7% | $8,070-37.0% | $6,688-24.0% |
| Admin fee / account holder | $70 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |