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 | $29,364 | $70,669-58.4% | $169,368-82.7% | $75,163-60.9% |
| Participation rate | 23.7% | 64.8%-41.1pp | 77.1%-53.5pp | 67.2%-43.5pp |
| Annual return | 29.12% | 36.36%-7.2pp | 405.60%-376.5pp | 160.62%-131.5pp |
| Employer contribution / active EE | $691 | $2,211-68.7% | $4,013-82.8% | $2,670-74.1% |
| Participant deferral / active EE | $2,462 | $4,311-42.9% | $6,221-60.4% | $4,125-40.3% |
| Admin fee / account holder | $279 | $5,402-94.8% | $9,003-96.9% | $5,651-95.1% |