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 | $9,160 | $57,016-83.9% | $84,966-89.2% | $80,856-88.7% |
| Participation rate | 61.4% | 56.3%+5.0pp | 67.5%-6.1pp | 67.6%-6.3pp |
| Annual return | 15.80% | 21.66%-5.9pp | 66.38%-50.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,232 | $1,798-31.5% | $2,727-54.8% | $2,755-55.3% |
| Participant deferral / active EE | $1,352 | $3,110-56.5% | $4,519-70.1% | $4,296-68.5% |
| Admin fee / account holder | $226 | $4,980-95.5% | $6,149-96.3% | $6,918-96.7% |