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 | $47,449 | $117,983-59.8% | $101,794-53.4% | $142,382-66.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.2%-31.7pp | 80.1%-42.6pp |
| Annual return | 61.76% | 36.92%+24.8pp | 30.53%+31.2pp | 217.08%-155.3pp |
| Employer contribution / active EE | $1,302 | $2,773-53.1% | $2,289-43.1% | $4,299-69.7% |
| Participant deferral / active EE | $2,255 | $4,714-52.2% | $4,084-44.8% | $6,507-65.3% |
| Admin fee / account holder | $275 | $10,433-97.4% | $8,777-96.9% | $12,624-97.8% |