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 | $114,381-61.9% | $107,525-59.5% | $142,382-69.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 26.00% | 242.71%-216.7pp | 181.32%-155.3pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,252 | $4,015-68.8% | $3,754-66.7% | $4,299-70.9% |
| Participant deferral / active EE | $7,250 | $5,564+30.3% | $5,116+41.7% | $6,507+11.4% |
| Admin fee / account holder | $247 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |