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 | $12,818 | $49,922-74.3% | $80,569-84.1% | $75,163-82.9% |
| Participation rate | 57.1% | 55.3%+1.8pp | 67.0%-9.9pp | 67.2%-10.0pp |
| Annual return | 28.11% | 34.69%-6.6pp | 935.43%-907.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $771 | $1,698-54.6% | $2,723-71.7% | $2,670-71.1% |
| Participant deferral / active EE | $3,705 | $2,990+23.9% | $4,447-16.7% | $4,125-10.2% |
| Admin fee / account holder | $131 | $3,577-96.3% | $5,377-97.6% | $5,651-97.7% |