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 | $21,970 | $102,604-78.6% | $86,188-74.5% | $139,434-84.2% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 20.14% | 1922.51%-1902.4pp | 1168.45%-1148.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $919 | $3,032-69.7% | $2,380-61.4% | $4,751-80.7% |
| Participant deferral / active EE | $1,932 | $4,676-58.7% | $3,985-51.5% | $6,710-71.2% |
| Admin fee / account holder | $50 | $8,657-99.4% | $6,852-99.3% | $11,403-99.6% |