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 | $16,006 | $177,572-91.0% | $154,803-89.7% | $142,382-88.8% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 26.47% | 65.07%-38.6pp | 58.88%-32.4pp | 217.08%-190.6pp |
| Employer contribution / active EE | $922 | $4,810-80.8% | $4,305-78.6% | $4,299-78.5% |
| Participant deferral / active EE | $4,784 | $6,272-23.7% | $5,540-13.7% | $6,507-26.5% |
| Admin fee / account holder | $179 | $16,786-98.9% | $14,329-98.8% | $12,624-98.6% |