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 | $13,956 | $102,966-86.4% | $90,281-84.5% | $152,861-90.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 44.30% | 95.16%-50.9pp | 78.10%-33.8pp | 345.32%-301.0pp |
| Employer contribution / active EE | $1,257 | $3,139-59.9% | $2,854-55.9% | $4,762-73.6% |
| Participant deferral / active EE | $5,105 | $4,281+19.2% | $3,885+31.4% | $5,850-12.7% |
| Admin fee / account holder | $106 | $6,171-98.3% | $5,351-98.0% | $11,596-99.1% |