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 | $133,611 | $177,572-24.8% | $154,803-13.7% | $142,382-6.2% |
| Participation rate | 52.9% | 82.1%-29.1pp | 78.1%-25.1pp | 80.1%-27.2pp |
| Annual return | 17.75% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,207 | $4,810-74.9% | $4,305-72.0% | $4,299-71.9% |
| Participant deferral / active EE | $5,195 | $6,272-17.2% | $5,540-6.2% | $6,507-20.2% |
| Admin fee / account holder | $265 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |