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 | $28,391 | $172,111-83.5% | $150,298-81.1% | $137,256-79.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 19.71% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,176 | $4,636-74.6% | $4,154-71.7% | $4,156-71.7% |
| Participant deferral / active EE | $1,764 | $6,166-71.4% | $5,453-67.6% | $6,407-72.5% |
| Admin fee / account holder | $240 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |