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 | $32,595 | $106,515-69.4% | $96,683-66.3% | $139,434-76.6% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 21.41% | 38.43%-17.0pp | 35.69%-14.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,242 | $4,103-45.4% | $3,737-40.0% | $4,751-52.8% |
| Participant deferral / active EE | $4,355 | $5,454-20.1% | $4,878-10.7% | $6,710-35.1% |
| Admin fee / account holder | $23 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |