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 | $20,364 | $190,805-89.3% | $159,960-87.3% | $134,475-84.9% |
| Participation rate | 44.4% | 81.9%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -7.32% | 552.23%-559.6pp | 408.60%-415.9pp | 417.96%-425.3pp |
| Employer contribution / active EE | $1,055 | $4,995-78.9% | $4,226-75.0% | $4,740-77.7% |
| Participant deferral / active EE | $1,444 | $6,923-79.1% | $6,182-76.7% | $6,400-77.4% |
| Admin fee / account holder | $266 | $10,471-97.5% | $8,698-96.9% | $11,426-97.7% |