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 | $37,218 | $154,228-75.9% | $145,433-74.4% | $137,256-72.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 21.03% | 74.59%-53.6pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,287 | $4,804-73.2% | $4,554-71.7% | $4,156-69.0% |
| Participant deferral / active EE | $2,649 | $8,216-67.8% | $7,897-66.5% | $6,407-58.7% |
| Admin fee / account holder | $88 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |