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 | $24,207 | $114,381-78.8% | $107,525-77.5% | $142,382-83.0% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 21.36% | 242.71%-221.3pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,488 | $4,015-62.9% | $3,754-60.4% | $4,299-65.4% |
| Participant deferral / active EE | $3,666 | $5,564-34.1% | $5,116-28.3% | $6,507-43.7% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |