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 | $19,091 | $95,416-80.0% | $185,823-89.7% | $85,850-77.8% |
| Participation rate | 64.0% | 68.8%-4.8pp | 81.7%-17.7pp | 69.3%-5.3pp |
| Annual return | 14.03% | 23.59%-9.6pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,446 | $3,314-56.4% | $5,167-72.0% | $2,565-43.6% |
| Participant deferral / active EE | $3,161 | $3,423-7.7% | $5,568-43.2% | $3,952-20.0% |
| Admin fee / account holder | $286 | $7,213-96.0% | $16,237-98.2% | $6,260-95.4% |