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 | $33,007 | $77,899-57.6% | $149,673-77.9% | $75,163-56.1% |
| Participation rate | 60.4% | 65.6%-5.2pp | 78.8%-18.3pp | 67.2%-6.8pp |
| Annual return | 32.88% | 31.72%+1.2pp | 134.42%-101.5pp | 160.62%-127.7pp |
| Employer contribution / active EE | $1,879 | $3,137-40.1% | $4,818-61.0% | $2,670-29.6% |
| Participant deferral / active EE | $2,719 | $3,411-20.3% | $5,680-52.1% | $4,125-34.1% |
| Admin fee / account holder | $266 | $5,956-95.5% | $13,210-98.0% | $5,651-95.3% |