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 | $28,333 | $109,817-74.2% | $98,442-71.2% | $167,490-83.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 14.77% | 1956.69%-1941.9pp | 1492.73%-1478.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,031 | $3,224-37.0% | $2,960-31.4% | $4,837-58.0% |
| Participant deferral / active EE | $4,046 | $4,673-13.4% | $4,276-5.4% | $6,341-36.2% |
| Admin fee / account holder | $84 | $6,753-98.8% | $5,949-98.6% | $12,309-99.3% |