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 | $53,009 | $159,934-66.9% | $147,005-63.9% | $145,959-63.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.46% | 98.24%-79.8pp | 418.76%-400.3pp | 561.95%-543.5pp |
| Employer contribution / active EE | $1,965 | $5,287-62.8% | $4,934-60.2% | $4,661-57.8% |
| Participant deferral / active EE | $3,163 | $8,427-62.5% | $8,070-60.8% | $6,689-52.7% |
| Admin fee / account holder | $161 | $15,053-98.9% | $13,006-98.8% | $13,398-98.8% |