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 | $24,371 | $110,261-77.9% | $95,745-74.5% | $139,434-82.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 23.44% | 27.11%-3.7pp | 28.35%-4.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,534 | $3,257-22.2% | $2,835-10.6% | $4,751-46.7% |
| Participant deferral / active EE | $3,705 | $4,676-20.8% | $4,245-12.7% | $6,710-44.8% |
| Admin fee / account holder | $33 | $6,613-99.5% | $5,678-99.4% | $11,403-99.7% |