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 | $52,823 | $110,261-52.1% | $95,745-44.8% | $139,434-62.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 20.86% | 27.11%-6.2pp | 28.35%-7.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,893 | $3,257-11.2% | $2,835+2.1% | $4,751-39.1% |
| Participant deferral / active EE | $8,956 | $4,676+91.5% | $4,245+111.0% | $6,710+33.5% |
| Admin fee / account holder | $104 | $6,613-98.4% | $5,678-98.2% | $11,403-99.1% |