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 | $27,119 | $100,773-73.1% | $88,946-69.5% | $142,382-81.0% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.8%-12.6pp | 80.1%-23.9pp |
| Annual return | 18.64% | 70.18%-51.5pp | 57.82%-39.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,316 | $2,918-54.9% | $2,555-48.5% | $4,299-69.4% |
| Participant deferral / active EE | $1,856 | $5,230-64.5% | $4,581-59.5% | $6,507-71.5% |
| Admin fee / account holder | $247 | $9,693-97.5% | $8,261-97.0% | $12,624-98.0% |