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 | $10,501 | $93,024-88.7% | $77,024-86.4% | $134,475-92.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | 20.44% | 62.60%-42.2pp | 42.32%-21.9pp | 417.96%-397.5pp |
| Employer contribution / active EE | $1,485 | $3,418-56.5% | $2,812-47.2% | $4,740-68.7% |
| Participant deferral / active EE | $3,384 | $5,238-35.4% | $4,426-23.6% | $6,400-47.1% |
| Admin fee / account holder | $108 | $6,944-98.4% | $5,425-98.0% | $11,426-99.1% |