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 | $23,573 | $110,261-78.6% | $95,745-75.4% | $139,434-83.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 18.02% | 27.11%-9.1pp | 28.35%-10.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,270 | $3,257-61.0% | $2,835-55.2% | $4,751-73.3% |
| Participant deferral / active EE | $1,270 | $4,676-72.8% | $4,245-70.1% | $6,710-81.1% |
| Admin fee / account holder | $32 | $6,613-99.5% | $5,678-99.4% | $11,403-99.7% |