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 | $55,686 | $117,983-52.8% | $101,794-45.3% | $142,382-60.9% |
| Participation rate | 68.2% | 74.2%-6.0pp | 69.2%-1.0pp | 80.1%-11.9pp |
| Annual return | 19.92% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,991 | $2,773-28.2% | $2,289-13.0% | $4,299-53.7% |
| Participant deferral / active EE | $4,859 | $4,714+3.1% | $4,084+19.0% | $6,507-25.3% |
| Admin fee / account holder | $66 | $10,433-99.4% | $8,777-99.2% | $12,624-99.5% |