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 | $45,666 | $100,773-54.7% | $88,946-48.7% | $142,382-67.9% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.8%-38.8pp | 80.1%-50.1pp |
| Annual return | 22.48% | 70.18%-47.7pp | 57.82%-35.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,011 | $2,918-65.4% | $2,555-60.4% | $4,299-76.5% |
| Participant deferral / active EE | $2,766 | $5,230-47.1% | $4,581-39.6% | $6,507-57.5% |
| Admin fee / account holder | $240 | $9,693-97.5% | $8,261-97.1% | $12,624-98.1% |