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 | $11,019 | $96,635-88.6% | $86,612-87.3% | $139,434-92.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.51% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.4pp |
| Employer contribution / active EE | $876 | $3,263-73.1% | $3,022-71.0% | $4,751-81.6% |
| Participant deferral / active EE | $2,441 | $4,836-49.5% | $4,438-45.0% | $6,710-63.6% |
| Admin fee / account holder | $76 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |