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 | $23,899 | $81,233-70.6% | $155,567-84.6% | $80,874-70.4% |
| Participation rate | 19.2% | 66.2%-47.0pp | 78.2%-59.0pp | 67.6%-48.4pp |
| Annual return | 21.62% | 33.33%-11.7pp | 64.74%-43.1pp | 35.62%-14.0pp |
| Employer contribution / active EE | $528 | $3,101-83.0% | $4,674-88.7% | $2,756-80.8% |
| Participant deferral / active EE | $1,447 | $3,452-58.1% | $5,628-74.3% | $4,297-66.3% |
| Admin fee / account holder | $79 | $7,998-99.0% | $15,916-99.5% | $6,935-98.9% |