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 | $20,614 | $133,922-84.6% | $116,228-82.3% | $142,382-85.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 18.68% | 147.76%-129.1pp | 90.06%-71.4pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,008 | $3,446+45.3% | $2,994+67.2% | $4,299+16.5% |
| Participant deferral / active EE | $5,008 | $5,672-11.7% | $4,953+1.1% | $6,507-23.0% |
| Admin fee / account holder | $78 | $14,945-99.5% | $11,989-99.3% | $12,624-99.4% |