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 | $9,845 | $49,922-80.3% | $80,569-87.8% | $75,163-86.9% |
| Participation rate | 68.0% | 55.3%+12.7pp | 67.0%+1.0pp | 67.2%+0.8pp |
| Annual return | 29.46% | 34.69%-5.2pp | 935.43%-906.0pp | 160.62%-131.2pp |
| Employer contribution / active EE | $1,019 | $1,698-40.0% | $2,723-62.6% | $2,670-61.8% |
| Participant deferral / active EE | $2,333 | $2,990-22.0% | $4,447-47.5% | $4,125-43.4% |
| Admin fee / account holder | $59 | $3,577-98.4% | $5,377-98.9% | $5,651-99.0% |