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 | $16,404 | $114,047-85.6% | $96,139-82.9% | $167,490-90.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 26.23% | 189.88%-163.6pp | 191.94%-165.7pp | 478.56%-452.3pp |
| Employer contribution / active EE | $1,653 | $3,427-51.8% | $2,797-40.9% | $4,837-65.8% |
| Participant deferral / active EE | $4,176 | $5,194-19.6% | $4,349-4.0% | $6,341-34.1% |
| Admin fee / account holder | $212 | $6,897-96.9% | $5,537-96.2% | $12,309-98.3% |