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 | $5,329 | $74,888-92.9% | $71,209-92.5% | $142,382-96.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 15.47% | 345.14%-329.7pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $765 | $2,854-73.2% | $2,721-71.9% | $4,299-82.2% |
| Participant deferral / active EE | $1,146 | $4,454-74.3% | $4,175-72.5% | $6,507-82.4% |
| Admin fee / account holder | $284 | $5,568-94.9% | $5,349-94.7% | $12,624-97.8% |