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 | $43,593 | $111,535-60.9% | $105,223-58.6% | $137,256-68.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 26.00% | 237.85%-211.9pp | 180.65%-154.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $1,252 | $3,939-68.2% | $3,689-66.1% | $4,156-69.9% |
| Participant deferral / active EE | $7,250 | $5,500+31.8% | $5,072+43.0% | $6,407+13.2% |
| Admin fee / account holder | $247 | $9,721-97.5% | $8,859-97.2% | $12,270-98.0% |