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 | $59,429 | $74,888-20.6% | $71,209-16.5% | $142,382-58.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 18.41% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,116 | $2,854-60.9% | $2,721-59.0% | $4,299-74.0% |
| Participant deferral / active EE | $19,347 | $4,454+334.3% | $4,175+363.4% | $6,507+197.3% |
| Admin fee / account holder | $296 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |