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 | $28,232 | $154,117-81.7% | $129,995-78.3% | $139,434-79.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 24.53% | 32.48%-7.9pp | -137.18%+161.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,832 | $5,289-65.4% | $4,320-57.6% | $4,751-61.4% |
| Participant deferral / active EE | $2,510 | $6,710-62.6% | $5,820-56.9% | $6,710-62.6% |
| Admin fee / account holder | $121 | $14,007-99.1% | $10,614-98.9% | $11,403-98.9% |