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 | $16,202 | $74,888-78.4% | $71,209-77.2% | $142,382-88.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 22.78% | 345.14%-322.4pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $828 | $2,854-71.0% | $2,721-69.6% | $4,299-80.7% |
| Participant deferral / active EE | $2,014 | $4,454-54.8% | $4,175-51.8% | $6,507-69.0% |
| Admin fee / account holder | $43 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |