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 | $59,453 | $165,984-64.2% | $164,813-63.9% | $145,922-59.3% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.6%-15.4pp | 80.3%-17.1pp |
| Annual return | 12.97% | 100.03%-87.1pp | 69.93%-57.0pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,345 | $5,273-74.5% | $4,341-69.0% | $4,660-71.1% |
| Participant deferral / active EE | $3,811 | $6,959-45.2% | $6,031-36.8% | $6,688-43.0% |
| Admin fee / account holder | $206 | $16,648-98.8% | $12,690-98.4% | $13,397-98.5% |