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 | $12,352 | $73,867-83.3% | $143,757-91.4% | $68,494-82.0% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | 6.33% | 1.01%+5.3pp | -0.04%+6.4pp | -7.84%+14.2pp |
| Employer contribution / active EE | $929 | $3,184-70.8% | $4,951-81.2% | $2,596-64.2% |
| Participant deferral / active EE | $1,887 | $3,384-44.2% | $5,637-66.5% | $4,027-53.1% |
| Admin fee / account holder | $13 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |