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 6-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 | $26,251 | $51,175-48.7% | $70,515-62.8% | $75,163-65.1% |
| Participation rate | 27.4% | 60.9%-33.6pp | 68.3%-41.0pp | 67.2%-39.8pp |
| Annual return | 19.52% | 30.02%-10.5pp | 32.77%-13.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,504 | $1,826-17.6% | $2,973-49.4% | $2,670-43.7% |
| Participant deferral / active EE | $2,480 | $2,849-13.0% | $4,567-45.7% | $4,125-39.9% |
| Admin fee / account holder | $263 | $4,091-93.6% | $6,412-95.9% | $5,651-95.4% |